Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CEO | Director Wealth Mngt | Financial Advisor
With over 25 years in the industry, Luong is honored to help the individuals and families he serves pursue financial clarity as they employ a clear and disciplined approach to working toward their financial goals. Prior to founding...
SVP Wealth Management | Financial Advisor
After pursuing a degree in finance from LSU and University of Cincinnati, Matt embarked on a career that would propel him to a National Director level leadership position in the tech industry. While very successful, Matt’s true...
Director of Operations & Client Experience
The smile you see when you walk in the door belongs to Shannon Turner. Shannon is the proverbial “glue” that holds it all together. An expert in operations, Shannon also manages the office, is insurance licensed, as well as...
Director of Insurance Planning
Tim is an author, sought after public speaker, and creator of The Retirement Blueprint™. With over 25 years of planning experience and many national awards, Lofton has made an art out of taking the complicated of planning and...