As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Nancy Byrne, CFP®, CLU, CHS
With more than two decades of experience in the financial services industry, Nancy has played an important role with the financial education of her clients and helping them develop plans to achieve their Insurance and Investment goals.
As a Certified Financial Planner, Nancy employs the industry's highest standards of practice to ensure her clients' needs are satisfied. Her philosophy of ‘service first' comes from her understanding of who the true VIP's of her practice are… the clients.
Nancy looks forward to continuing to serve her existing clients and welcomes the opportunity to foster new relationships.
To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. - Douglas Adams
Ken Cohoon, CFP®, CLU, ChFC
I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.