We are passionate about providing clarity and direction for you and your family.
You can expect advice in all aspects of your finances, accountability to take steps to address your goals, and affirmation so that you stay on the right track.
“When your intention is clear, so is the way.”
– Alan Cohen
Positive
We want our time to be enjoyable. Let’s have fun taking steps to pursue your goals and dreams. There are always action steps you can take to be moving forward.
Steward
Our passion is to care for you and your family in the best way possible. With our affirmation, accountability, and advice, we can support you through all the season of life.
Grow
We are constantly learning how to better serve you. Educating you is important to us so that you are being equipped with the tools and wisdom you need.
Accountable
We believe in doing the right thing always. We take our responsibility and your trust very seriously. Our attention to detail, and follow through is essential to our relationship.
Team Player
You are being cared for by a team. This team mindset gives you access to more help and ideas for your planning needs.
Jeff Malas, AAMS
LPL Financial Advisor
John Gilmore, AAMS
LPL Financial Advisor
Wendy Malas
LPL Registered Sales Assistant
Kate Lareau
LPL Office Manager