OUR MISSION

Financial peace of mind
through a better personal approach

Our Team

PHILIP ATHEY, CFP®, CRPC®, CCFC
Certified Financial Planner™
Certified College Financial Consultant
Adam Keller
ADAM KELLER, CFP®, AEP®
Certified Financial Planner™
Accredited Estate Planner
David Droppo
DAVID DROPPO, CFP®, CDFA®
Certified Financial Planner™
Certified Divorce Financial Planner
SHAWN ESCOLLIES, FPQP®, ABFP®
Financial Paraplanner
Accredited Behavioral Finance Professional™
JIM CROCKER, CDFA®, AIF®
Certified Divorce Financial Planner
Accredited Investment Fiduciary
RAQUEL DE LEON
Client Relationship Manager
Ryan Shea, M.B.A., CFP®
Financial Paraplanner
CERTIFIED FINANCIAL PLANNER™
LIZ KRANTZ
Client Services Associate

Our Commitment to You

We maintain some of the most advanced industry designations and a complete dedication to providing the guidance you need to enjoy your wealth journey.

CFP® CERTIFIED FINANCIAL PLANNER   CDFA® Certified Divorce Financial Analyst  AEP® Accredited Estate Planner

ABFP® Accredited Behavioral Finance Professional   FPQP® Financial Paraplanner Qualified Professional

AIF® Accredited Investment Fiduciary  CPRC® Chartered Retirement Planning Counselor

VALUES

AUTHENTICITY:

We have a genuine desire to serve
our clients and help them achieve
their goals.

COMMUNITY:

We are committed to serving our community. We will “plant trees whose shade we will never sit under.”

ACCOUNTABILITY:

We own success
and failure quickly.

FUN:

We have a great time working together. Our employees and clients enjoy being here.

ABUNDANCE:

There is plenty to go around.
We give and do without expectation
of something in return.

TIMELINE

Tell us about yourself
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