We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

As financial professionals, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Teri Thorson

Office Manager



Teri, Tom’s wife, serves as the office Manager. She is responsible for the business accounting, and overall flow of the business operations. In her free time she enjoys gardening, reading, traveling, and most importantly spending time with her grandchildren.

Theresa Portillo

Administrative Assistant



Theresa processes new business documents and performs account servicing on existing accounts.  In her spare time she enjoys home renovations and gardening.


Kandace Newson

Client Relations Coordinator