Investing is in Our Nature


Jon Coomer was always intrigued by money. When other kids were involved in sports, he was investing in mutual funds. His father was an avid investor, and was always encouraging Jon to plan for his future.

Now in our 25th year, we’ve helped hundreds of people plan for their futures. Our goal is to help our clients reach their financial goals, and feel empowered and prepared for whatever life may throw their way.


You’ve heard our story, now we want to hear yours. Contact us today to get started on your journey.