Financial Independence
Our team will work closely with you to develop a strategy that helps give you financial confidence. We have your back.
Working For You, Not Wall Street
We work with integrity and trust for you. Your success is our success and we'll work with you at every step.
You're Our #1 Priority
Our practice is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
Get the Support You Need For Your Financial Goals
Our team will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
Retirement Planning
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to help ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that can meet all your needs.
Genevie Osborn, MBA, CPFA
Owner/LPL Financial Advisor
Geni strives to go above and beyond to understand her clients’ goals and values to create a personalized financial plan supported with strong investment products to help them pursue their goals. In addition to her life and...
Stephanie Dare
Client Services Associate
Stephanie is a seasoned Insurance professional with experience in the financial and wealth management industry as well. She is dedicated to serving the clients needs and delivering high quality customer service. Stephanie attended the...