Our Firm

Our Team

Because no one person can acquire or maintain experience in all aspects of financial planning, we rely upon a team of individuals to ensure that our clients receive efficient, reliable, and friendly service.

Financial Advisor

As your personal financial advisor, Robert Chamberlain, CFP®, will coordinate the financial planning process for you.  He will help you identify and quantify your goals, priorities, and concerns, and he will work with you to develop and implement strategies that will help you realize your vision for the future.

Administration

Our client service associate, Donna Scheletsky ensures that our clients receive the best possible service.  She will book appointments for you, and she is the first person you should call when you have questions about your financial planning process.  She will ensure that the appropriate member of our team responds promptly to your query.

Investment Planning and Management

We believe that the best way to assure satisfactory investment results is to engage the services of quality professional portfolio managers with documented histories of success in their fields of specialization.  Through our affiliation with Raymond James Financial Services we offer to our clients the services of top public and private portfolio managers from across the country.

Estate Planning and Insurance

We rely upon the services of Capitas Financial, LLC, and their team of professionals to provide expertise in the areas of estate planning and insurance.  Thomas P. Hall, CLU, ChFC, who has over 25 years of experience in the field, is our primary consultant in the areas of estate planning, business planning, and life insurance.  Lori Artzberger, CSA, CLTC, LTCP, provides expertise in long term care planning and life settlements.

Trust Services

Through our affiliation with Raymond James Trust Companies, we offer complete trust services including serving as trustee or as an agent or custodian for individual trustees.  The Trust Companies also serve living trusts, specialty trusts, and IRA rollover trusts, as well as charitable trusts.

Tax & Legal Advice

We carefully consider the tax and legal ramifications of our recommendations and we sometimes call upon CPAs and attorneys with whom we have existing relationships to assist us with technical issues.  However, you should rely upon your own advisors for specific advice in these areas.  With your introduction, we will happily work with your current CPA and attorney to develop the most appropriate strategies for you.  If you need a referal to an attorney or CPA, we will be happy to assist you.