Personal Financial Advisors

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We are independent wealth advisors, which allows us to concentrate on your needs above all else. Our aim is to help individuals identify and pursue their financial goals.

Our Services

  • Investment Management

  • Retirement Planning

  • Education Planning

  • Estate Planning

  • Insurance Planning

  • Tax Planning

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Meet the Team

  • Janet G. Hart, CFP®

    FOUNDER, FINANCIAL ADVISOR

  • Kelly Soria, CFP®

    SENIOR FINANCIAL ADVISOR

  • Alex Clark

    FINANCIAL ADVISOR

  • Jan Gobert

    CLIENT SERVICES

  • Alyssa Grimes

    OPERATIONS

  • Discover

    Your current financial position, income needs, and timeline

  • Develop

    A personal financial strategy by utilizing our services

  • Create

    An ongoing review schedule to stay on course

  • Define

    Your current goals, future dreams, and expectations of our relationship

  • Implement

    By establishing investments to pursue personal goals

  • Manage

    Investment performance with our qualified team of professionals