Broker Check

In our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. In the past, we repeatedly saw friends and family members struggling to find the help they needed to map out their financial future. We are confident that, with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance concepts and use those concepts to pursue their financial objectives. We are committed to our community of clients.

We have found that a team approach can be an effective method to help clients with their wide variety of needs as they maneuver through a complex financial-services world. We actively coordinate with your tax and legal professionals. If you lack professional relationships, we can help connect you with qualified services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.


No single strategy fits everyone. That is why every client gets our focused attention--from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available.

Kirk Matteson, CPA

Kirk N. Matteson

Managing Member & Investment Advisor Representative

John Taylor "J.T." Closi, CFP®

John Taylor "J.T." Closi, CFP®

Investment Advisor Representative, Planning Specialist

Client Fulfillment Assistant position available soon.

Client Centered

Whether you are investing in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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