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Our Approach

Our goal is to structure a relationship that reflects the many ways in which your personal and financial lives interact. We will listen carefully, analyze thoroughly and will provide financial products and services to help you meet your financial goals.

A Proactive Relationship

Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. My team and I work to align strategies with opportunities while maintaining sight of your situation. The team works together, analyzing information, sharing ideas, to help ensure that each product and service that we present to you is consistent with your overall strategy.

Meet the Team

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Financial Planner
Financial Services Executive
Investment Advisor Representative

Financial Planner
Special Care Planner
Registered Representative
Investment Advisor Representative

Financial Planner
Financial Services Executive
Investment Advisor Representative

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Stephanie Buehler

Client Services Associate

Steph 1

Stephanie Douton

Client Services Associate

Next Steps...

Do not hesitate to reach out to us, we would love to hear from you!