Customized Service

Your Team

Ron Barry, PhD, CFP®
CEO and Founder, Chief Operations and Financial Officer, Principal Member
Jim Jones, CFP®
Chief Compliance Officer & Principal Member
Dana Gardner
Financial & Investment Advisor
Rich Steronko
Financial & Investment Advisor
Janie Selby
Operations & Compliance Officer, Financial ParaPlanner Qualified Professional FPQP®
Elizabeth Barry
Advisor Associate

Complimentary Financial Health Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat