"As an independent financial planner, I am able to provide unbiased investment and financial planning solutions to my clients. I enjoy taking the time to get to know each of my clients on a personal level. By doing so, I believe I am better able to understand their unique financial situation and provide them with a customized financial plan that will best serve them and their families for years, and quite possibly generations."
Cory Davenport, CFP
President & Founder