Financial Planning

Protect What Matters. Plan for the Future.

PLAN.

STRATEGIZE.

PROTECT.

You’re our first priority.

Services

Our Process

MEET OUR TRUSTED

Team of Experts

Boyd Dixon

Partner & Financial Advisor

John Patterson

Partner & Financial Advisor

Darlene Robert, CFP

Financial Planner

Kaitlin Stevenson

Client Service Specialist

Erica Scott

Marketing Assistant

Contact Us

(506) 857-0418