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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."
- 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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