Putting our clients first since 1986
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
We focus on building trust through personalized strategies, transparent advice, and disciplined investing. Our goal is to help clients grow, protect, and take control of their financial future with clarity and confidence.
History
Since 1986, we've guided clients through changing markets with steady principles and smart strategies. Our growth reflects decades of dedication to consistent performance and long-term client relationships.
Culture
We value integrity, collaboration, and client focus. Our team-driven culture encourages accountability, continuous learning, and doing what’s right—always working to create meaningful outcomes for those who trust us.
Trust the Professionals
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Chief Executive Officer
Cynthia Dixon
With over 20 years of leadership experience, they guide our vision and growth while staying focused on client success.
Executive Assistant
Arthur Parker
Bringing 10+ years of executive support expertise, they ensure seamless operations and organization at every level of the firm.
Marketing Specialist
Evelyn Mason
A creative force with 8 years in financial marketing—skilled in turning insights into impactful, results-driven campaigns.
Human Resources
Bryan Greene
With 12 years in HR, they build strong teams and foster a workplace culture where people and performance thrive.