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My Mission Statement

One of the most fulfilling joys of my life is my workplace. I have the distinct pleasure of working with top-notch, brilliant, multi-talented Advisors and Staff - the best in the industry. Our work environment is “TEAM.” Our primary objective is to provide comprehensive financial planning, concentrating on collaborative processes to maximize your personal goals while integrating relevant elements of your personal & financial circumstances. Our commitment to our clients, and to each other, encompasses the utmost integrity, competence, care, skill, prudence and due diligence when providing counsel on an appropriate financial roadmap for you and your family.

Mary Jo Mitchell
Vice President of Operations