The Firm

Our Story

Our Mission

Our Core Values

Our TeamMatthew KelleyDavid BrightMaryan JarossGreg JohnsonColin Barber

Do not hire a man who does your work for money, but him who does it for the love of it.

Henry David Thoreau
(1817 - 1862)

We build our team with a simple principle in mind. Find good people. And...we found them!

Each of our advisors embraces our mission and core values.

Matthew J. Kelley, CFP®, AIF®, BA  Fairfield University

David E. Bright, M.D  University of Maryland

Maryan Jaross, AAMS®  BA - Skidmore College

Greg Johnson  BS - Western Michigan University

Colin M. Barber, BS  New York Institute of Technology

Interested in joining our team? Learn what it takes by clicking here.  

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