Meet the Team

“The concept that you have a life in business and a separate life spiritually is false. The two go hand in hand. If you have a spiritual life it should show in your business. The way your work with your colleagues, the way you try to help your customers, the way you treat your competitors. All those things have to be founded on love, have to be founded on giving rather than getting. And if you do that, your business will prosper.”

-Sir John Templeton

Brian D. Smith, JD, CFP

President

Frank R. Milito

Senior Partner

Tina L. Michael

Director of Client Services

Pamela Hill

Adminstrative Assistant

John Rutkowski

Financial Representative

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have 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.