Are you taking advantage of every opportunity?

Is your wealth managed with accountability and objectivity?

Are you in the hands of specialized experts?

Are your wealth choices guided by your life goals and values?

We invite you to join us for a Discovery Experience, where we’ll explore what matters most.

Reach out to our Client Ambassador, Carol Campey, to begin a conversation:


Our Team

Jim Matush

President, Founding Partner

Jim Evens

Partner, Investment Director

Eric Steiner

Managing Partner

Alan M. Smith


Carol Campey

Client Ambassador

Debbie Seeney

Client Service Advocate

Jennifer Yarbro

Operations Manager