A caring group of financial professionals passionate about helping people.
We’re an independent family-owned and operated financial planning and management firm, who intentionally limits how many clients we work with to make sure you’re working with the same familiar advising team year-after-year, and to ensure we’re always giving you the time and attention you deserve.
The advising team you see below isn’t going anywhere any time soon; a big contrast to many other firms where the advisor you worked with last year may not be there this year. Not here!
With us you’re going to receive consistent personalized financial planning and management aligned with who you were when we first met and learned about your goals and dreams, and the person you’ve become as your needs, challenges, and financial assets change and your financial plan continues to evolve.
Tim Stasinoulias
Founder, President & Financial Advisor
Tim utilizes his 35+ years of experience to provide financial planning and investment advisory services to individuals, families, and business owners – focusing on proven long-term financial strategies and practices to set his clients on the path to achieve their goals and realize their dreams.
Bryan Douglas
Financial Advisor
Bryan brings a unique blend of educational expertise and deep business insight to his role. Driven by a relentless focus on client outcomes, he is dedicated to translating complex financial strategies into clear, actionable paths for the individuals, families, and business owners he serves.
Tom Mauthe
Operations & Client Services Manager Health Insurance, Medicare & Long-Term Care Advisor
Tom is on a mission to bring clarity to health insurance.He focuses on educating clients by laying out the honest advantages and drawbacks of every option, helping individuals, families, and business owners feel empowered rather than overwhelmed.