Our Firm



A great team of financial representatives can be met at the intersection of expertise and responsibility. Our disciplined approach and focus on corporate retirement plans has allowed us to build an industry leading level of expertise in this area. Our responsibility to clients to always act ethically and in their best interests is rooted in our training at the United States Military Academy at West Point.


To provide organizations with solutions allowing them to efficiently and productively manage qualified and non-qualified retirement plans. This includes management of investments made in their defined contribution plans as well as execution in the coordination of administrative actuarial services, and recordkeeping of those defined benefit plans.


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