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staff is dedicated to providing quality, personalized investment
management services. With our education and experience we have the
knowledge and skills needed to understand our clients and to develop
the solutions needed to help our clients meet their investment goals.
Steven
R. Goodman, CPA, CFP®
President & Chief Investment Officer
Jeanie G. Weathington, CFP®
Director of Research
Janet S. Scudder, CPA
Client Service Manager
Paul E. Brill
Executive Vice President and Director of Client
Reporting and Administration
Drew R. Roever
Junior Financial Planner
Jose R. Alfaro
Account Administrator
This firm is not a CPA firm.
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