Broker Check

Our Qualifications

We have been working with individuals and businesses in the area for over 25 years.

Our staff has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and tax and accounting services. The personalized comprehensive program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Diversify your portfolio not your advisor!+

+Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses

*These services are offered by Richard Nixon, Carey Green, and Gary Pike through their affiliation with Avantax.