About Us WE STRIVE TO CREATE EXTRAORDINARY CLIENT EXPERIENCES. YOU’LL FEEL CARED FOR, INFORMED, AND ON-TRACK TO MEET YOUR GOALS. THIS IS OUR COMMITMENT TO YOU. IntegrityObjectivityDiligenceTHESE ARE JUST A FEW OF THE MARKS OF A CFP® PROFESSIONAL.It’s important to find a financial advisor who values principles over personal gain, who takes his/her obligations seriously, and who acts only in your best interest. When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards.We are proud of the advisors and affiliated advisors that have fulfilled the certification and renewal requirements of the CFP Board and can display the CFP® certification trademark by their names. MEET OUR EXCEPTIONAL TEAM OF CFP® PROFESSIONALS Arthur Cooper, CFP® David McManus, CFP® Aron Wong Joel Staples, JD, CFP ®, CPWA® Susan Goodman, CFP ®, MBA Anita O'Connor, M.S., CFP® Wil Smith, CFA, CFP® Jason Werner, CFP® Aron Wong Joel Staples, JD, CFP ®, CPWA® Susan Goodman, CFP ®, MBA Tonya Collier, CFP® We pride ourselves in providing the very best in services and support. Each of us is dedicated to making a meaningful difference in the lives of the people we serve and the communities in which we live.