Meet Our Team

Cynthia Gammon

Cynthia Gammon, CFP®, CSRIC®

Partner I LPL Financial Planner

Sanjay Das

Sanjay Das CFP®, CSRIC®

Partner | LPL Financial Planner

Lonna Kassner

Lonna Kassner

Office Manager

Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

DISCOVERY


Establish our relationship foundation by learning about you, your goals, and your values.

STRATEGY


Develop a custom financial plan based on your unique needs.

IMPLEMENTATION


Putting your custom financial strategy into motion.

MONITORING & ADJUSTING


Regular monitoring of your financial situation and goals, and being ready to adjust the strategy when necessary.

Ready to get started? We are ready to help.

Contact Us

Sustainable Investing

Sustainable investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. ESG Analysis Enables us to Gain Insights into a Company's:

Our History

Our History

Our investment services firm was started in the early 1980’s by our founding partner.  Teaching classes and providing financial literacy were the cornerstone of the firm, and this carries over today.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More
Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Learn More
A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Learn More

Questions? Comments?

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