We're passionate about pursuing your goals.

Helping our clients pursue financial independence is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.

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Getting Started

We work with you to outline what's most important and craft a financial strategy around your needs.

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Our History

We focus on building meaningful experiences for our clients, thanks to decades of experience.

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Our Values

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

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Michael J. Sandlin, CFP®, AAMS

Michael J. Sandlin, CFP®, AAMS

Senior Vice President, Financial Advisor

984-268-5958

984-268-5959

Kyle H. Smith, CFP®

Kyle H. Smith, CFP®

Senior Vice President, Financial Advisor

984-268-5956

984-268-5957

Hollie Katz

Registered Client Service Associate

984-268-5964

984-268-5965

Ashley Reid

Registered Client Service Associate

984-268-5962

984-268-5963

Julie Roach

Client Service Associate

984-268-5960

984-268-5961

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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