Our People. Your Advantage.
We bring clarity and confidence to every financial decision.
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When you work with us, you get a team of highly credentialed advisors and associates committed to your vision. Together, they provide the planning you need – and the personalized service you deserve.
Meet Our Team
Our History
Randy Carver founded our firm in 1990 with one primary goal in mind: Help people achieve their personal vision. Over three decades, this guiding principle has shaped everything we do for our clients, our team and our community.
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Our Community Impact
We make philanthropy a priority. Our team contributes their time, talent and financial resources to strengthen causes close to our hearts.
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Access to Global Resources
Our affiliation with Raymond James, a global firm, gives you access to valuable resources and services including enhanced financial security, monitoring, reporting and more.
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