Who We Are

Working together since 1984, partners, Jon Schmid and Tom Macklin, along with a seasoned staff of professionals, bring their clients the full benefit of their experience, insight and integrity. Our philosophy is to provide our clients the highest level of personal service possible, in a friendly, cost-conscious manner. Our goal is to provide this service with a team of dedicated professionals, possessing many years of diverse experience and utilizing up to the minute skills, with a focus on the belief that helping our clients achieve their financial goals will lead to long term success for them and our firm. This philosophy has allowed us to build a successful practice relying almost entirely on the referrals of our satisfied clients.