Broker Check

We Love What We Do

We are not only your financial advisors but also your neighbors, friends and fellow community members. We are a very close-knit and collaborative team and look forward to using our resources and knowledge to begin building your future together.

Pat Barrett

Pat Barrett

Founder – Registered Principal

Amy Hong

Amy Hong

Financial Advisor, CFP®

Kathy Schuh

Kathy Schuh

Operations Manager