Here to serve you

Our team of advisors and client service specialists are here to assist you in bringing you closer to your financial dreams.

Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action. It marks the important transition from the accumulation phase of your life to the distribution phase. Proper handling of such a significant shift requires a dramatic shift in how your financial affairs are handled.

We are a highly skilled team of financial professionals with more than 75 years of collective experience in helping individuals plan for the day they can finally retire. Each member of our team brings their individual area of expertise, from planning to investments, insurance to retirement plans. Our ultimate goal is to help you enjoy the retirement you’ve envisioned.

Meet Our team

Irv Munn

Co-Founder, CFP®, CPA

Ed Morris

Co-Founder

Roy Gray

CFP®

Phil Orwig

CFP®

Jeff Kort

CFP®

Anthony Cassavechia

CFP®

Susanne Gray

Office Manager

Rebecca Criswell

Client Services Manager

Morgan Roper

Client Services Associate