John Baranauskas, CFP®  Founder / CEO

John Baranauskas, CFP®
Founder / CEO

John Baranauskas,CFP®

While perfection is not possible, I am leveraging my experience to improve investment advice as to how I believe will most benefit you, the client.

 
Christian Hastings Director of Business Development

Christian Hastings
Director of Business Development

Christian Hastings (In Memoriam)

Chris Passsed away on Sept 24th 2024. We wouldn’t be where we are without him. Therefore, we leave his profile in it’s rightful place.

The perspective I’ve accumulated through my 27 year career at wirehouses, banks and as an independent advisor has given me the tools to truly understand the complexities that individuals and small businesses encounter.