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About Us

Our team Approach Adds Perspective to All We Do

We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We’ve built a team of subject matter specialists with credentials including CPA, CFP, PFS and AIF, as well as administrative staff with decades of experience to provide superior customer service.

Our Professional Designations
Steven L. Hyman, CPA, PFS

Steven L. Hyman, CPA, PFS

Financial Advisor

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Gail V. Crowley, CFP®

Gail V. Crowley, CFP®

Financial Advisor

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Sarah Odisho

Sarah Odisho

Practice Operations Manager

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Kari Armstrong

Kari Armstrong

Client Services Associate

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Our financial planning process

Our financial planning process takes into consideration all aspects of a client’s financial situation and risk tolerance. Our first priority is helping you take care of yourself and your family and to have collaborative, open, and honest communication. Below is an outline describing each phase of the process:

Assess

  • Establish and define relationship
  • Review firm’s services
  • Review advisor’s competencies and experience
  • Discuss details of terms of engagementIdentify client’s personal and financial objectives
  • Collect financial information and documents

Build

  • Financial analysis unique to you
  • Review of client financial information
  • Financial strategies analyzed based on client objectives
  • Financial planning recommendations developed
  • Plan presented along with supporting rationale
  • Products and services identified and reviewed
  • Implementation of financial planning recommendations

Nurture

  • Build a long-term relationship built on trust
  • Mutual agreement for reviewing goals and objectives
  • Assess progress toward achievement of objectives
  • Determine if strategies are still appropriate
  • Ongoing excellent client service 
  • Relationship that is ongoing for each stage of your life 
  • Act in your best interest
Why Work With a Financial Advisor?

Why Work With a Financial Advisor?

Having a strategic financial advisor may be essential to reviewing and strengthening your financial opportunities. An experienced advisor can utilize behavioral finance coaching to help you make more thoughtful and deliberate decisions. An advisor can also provide effective resources to help strategically rebalance your portfolio, and most importantly to provide advice for helping stick to your long-term plan during volatile markets.

Let's get started

Our mission is to build a firm known for integrity, loyalty, and long-term partnerships, contact us today to meet the dedicated team committed to helping you achieve your financial goals.

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