Broker Check

Mission, Values, and Team

It's Always Been about Distinctive Service

In the 1990’s, our founder thought differently about investing.  Her beliefs were a stand out then and a continue to be that today.   While others chose to sell investments and collect commissions, our mission to be distinctive moved our founder to set up a financial-planning based business which operated on a fee-basis.  That was pretty rare 30+ years ago.  As we have grown, our services have expanded.  We thrived in the early years during the Dot-Com bubble, we think, because of the search to give a better, more distinctive service to clients. 

We strive to do the same today.    

In pursuit of the best client experience possible, we partnered with a hybrid registered investment advisory (RIA) firm which works with multiple investment custodians.  Unlike most financial firms, clients don't have to move their whole portfolio to a single place to get advice across their entire  plan and portfolio.  We believe that's pretty distinctive.

Our Values


We see ourselves as stewards who want to earn your trust and confidence every single day.


We strive to recommend what is in your best interest by offering the majority of services on an advisory platform.


We take care to hire good people with and old-fashioned work ethic who are available and attentive to your needs.

Rapid Response

We strive to be proactive and are committed to making your financial life easier.

A Team-Approach

You and those in your circle get attention and expertise because you are now part of our extended family. 

Meet our Team

Shari Burnum

Shari Burnum, CFP

CEO and Founder Financial Advisor

Matt Leahy

Matt Leahy, CFP

Operations Lead Financial Advisor

Dale Hubbert

Dale Hubbert, AWMA

Investment Advisor Representative

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.  Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.