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About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Donald Smirniotis

Partner
Senior PIM Portfolio Manager

William H. Seibold, CFP

Partner
PIM Portfolio Manager

William H. Seibold II

Managing Partner

Denise Wells

Senior Operations Manager

Monica Cullen

Client Service Associate