01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Kay Corbin’s academic training includes a BA, Magna Cum Laude, from Harvard University, where she was elected to Phi...
Jodie Shtabsky’s academic training includes a Bachelor of Science in Nursing from Arizona State University. She has...