Broker Check

Advice for What Matters To You.

Time Balance Direction

"Money is to be respected. The worst thing that you can do is to manage another person's money without respect for how hard it was to earn."

T. Boone Pickens, Jr.

Who We Are

Experience. Integrity. Commitment.

Learn more

Who We Work With

Collaborative. Trusted. Time Tested.

Learn more

How To Reach Us

Email. Phone. In Person.

Learn more

Helpful Content

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.