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...
CFO | 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...
Office Manager, Customer Relations
Sarah is originally from New Jersey and received her BS from Rutgers University. She was brought to Ohio shortly after graduation to pursue a management position within the veterinary field, and has gained over 10 years of...
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...