Founder and President
Meet Tom Maxey, CFP®
"Many things about this industry have changed since I started the firm over forty-two years ago. One thing, however, that stays consistent is the ever-changing and unpredictable markets. Our mission has always been to meet the client's goals, not beat the market. This philosophy has served our clients very well."
Partner
Madison Hammel, CFP®
"They say that money doesn’t buy happiness, but I think it is simply that people don’t spend enough time defining what happiness means to them. Our team puts in the time to get to know each client individually, so we can help them on their own personal pursuit. Sure, we manage funds, but more than that, we empower lifestyles. And that is the part I am most proud of."
Investment Team
Tom Baker
Investment Adviser Representative
Steve Cook, RICP®
Investment Adviser Representative
Jerome Garrett
Investment Adviser Representative
Eric Giosa
Investment Adviser Representative
Brian Hamlin
Investment Adviser Representative
Andrew Harr
Investment Adviser Representative
Jeffrey Kaplan, CFP®
Investment Adviser Representative
Jeremy Kaplan, CPA
Investment Adviser Representative
Todd Matthews
Registered Representative
Timothy Narva
Investment Adviser Representative
Bryon Niemczak
Investment Adviser Representative
Gary Niemczak
Investment Adviser Representative
David Sawchuk, AIF®
Investment Adviser Representative
J.D. Sawchuk, AIF®
Investment Adviser Representative
Barb Vorenberg
Registered Representative
Get Started
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Administrative Team
Mya Campbell
Receptionist
Lisa Darrow
New Business Operations
Kay Hockenberry
Office
Manager
Shannon LaBarre
Supervising Principal
Kathleen Martin
Executive Assistant to Tom Maxey
Alecia Maxey
Owner
Anecia Price
Executive Assistant to Tom Maxey and Madison Hammel
Ryan Smith
Licensed Executive Assistant to Madison Hammel
Get in Touch
Phone
Email
