01. It’s About You,

As a firm, our focus is to understand your goals and priorities, and develop a plan to reach them. We are passionate about the importance of comprehensive wealth and estate planning guidance to create a holistic financial plan.


02. Your Plan,

We strive to align your vision into a financial planning roadmap with understandable milestones so that you know where you are on your chosen path. Having a plan in place gives us the opportunity to proactively and regularly address your questions, the things that keep you up at night, and the changes life brings.  

03. And Personal Guidance

We will be your partner along the way to coordinate the services of all of your other professionals, monitor your life changes, and provide recommendations to help you stay on course (or create a new one!) We’ll always be accessible to talk about the here and now, as well as your future - because we want to relieve stress, not create it.

Meet Our Team

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Karen Pettingell |
I was in Maui in March 2011, when Tokyo had the 9.1 earthquake. It was March 10th, and my husband and I went on a whale watch. January, February, and March are prime whale season in Hawaii. The humpback whales migrate there to have their babies in the warm water. We had been on this particular whale watch several times with the same captain. She was a seasoned veteran was extremely knowledgeable about ocean life...
Rick Ropelewski |
We wanted to share our thoughts regarding SVB Financial Group and Signature Bank being taken over by federal regulators. The capital markets have been predictably frightened and volatile on this news of two bank failures. While we are always monitoring developments in the economy and financial markets, we do not believe this is the start of a wider problem. Both of those banks have unique circumstances that made them especially prone to problems. SVB Financial...
Rick Ropelewski |
I always wondered whether my kids’ high school or college years would go by more quickly. Our visit last month for senior parents’ weekend had me revisiting this question and working through the mental exercise. One morning Molly and I went to a local coffee establishment, her studying and me catching up on emails. This has become our thing when we would visit her in DC; a little productivity and some fun banter. There were...