Grow Your Finances.
We use a team approach to help you address your needs of today and for many years to come. We look forward to working with you.
Financial Advice Shouldn't Be Complicated.
We can help take the mystery out of preparing for today and tomorrow. Our goal is to help our clients have the freedom to live their best financial lives on their own terms.
Timothy J. Gandy
Tim is a financial advisor, veteran, author, public speaker, Ironman 140.6 and a proud grandpa who’s volunteered for United Way, FEMA, and was on the board for Boys and Girls Club. After serving 10 years in the US Navy, Tim began his career in the financial planning industry holding management positions in five different Fortune 500 companies, leading teams of over 100 people. Tim’s over 30 years experience working with clients and colleagues has taught him firsthand that the happiest people tend to be the ones who give the most. The power of giving inspired him to write Giving Sucks - The Prosperity Vacuum.