Our 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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