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Why Choose Us?

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For some financial advisors, that's a loaded question.

For us, it's an opportunity to show you who we are...


Johnathan has started, grown, and successfully operated several businesses over the years.  We have learned a thing or two about what it really takes to create and grow wealth in our lifetime.

Having lived through a variety of recessions, economic downturns, and times of exciting economic success -  We know what it feels like to worry about not being able to leave a legacy for our kids and grandchildren, and we know what it feels like to never have to worry about that again.

If you're looking for financial advisors who:


Genuinely care about your financial success...

... because we understand how hard you've worked for everything you have.


Have been in the industry long enough to...

... have decades long experience in investments, financial products, and insurance that helps you build and protect wealth, and...


Are capable of building personalized plans that are...

... just as unique as your financial situation, business, and / or dreams for the future.

You don't need to look any further.
Let us help you with:

Learn more about the wide range of financial products we offer to help you reach your goals.


Learn more about the investment products we offer to help you expand your wealth and build your legacy.


Learn more about the business products we offer to help you protect yourself and your team, come what may.

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