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MISSION
"Many things about this industry have changed since I started the firm over thirty five years ago. One thing however that stays consistent is the ever changing and unpredictable markets. Our mission has always been to meet the client's goals, not beat the market. This philosophy has served our clients very well."
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- Thomas Maxey, Founder and President

LEADERSHIP TEAM

Tom Baker
Investment Adviser Representative

Jerome Garrett
Investment Adviser Representative

Andrew Harr
Investment Adviser Representative

Kay Hockenberry
Office Manager

Shannon Labarre
Supervising Principal

Mylon Logan
Investment Adviser Representative

Todd Matthews
Registered Representative

Gary Niemczak
Investment Adviser Representative

Diane Szabla
Investment Adviser Representative

Carl Thoenen
Investment Adviser Representative
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