Confident Team for a Confident You
Ready to let go of the burden of wealth management? We’re ready to take it off your hands. Our expert team is here to create a true partnership with you where we focus on giving you open and honest advice that will help turn your dreams into a reality. We are here to listen. We are here to educate. We are here to guide. And most importantly, we are here to empower your future.
Our team of professionals holds the following accreditations/experience:
Accredit Asset Management Specialist – AAMS
Chartered Financial Analyst - CFA®
Masters of Business Administration – MBA
Registered Financial Consultant – RFC
Chartered Institute of Management Accountant - CIMA®
Certified Financial Planner instructor - CFP®
Over a combined 100 year working in the industry
Our Advisors & Team
Andrea B. Darden, AAMS, President & CEO
Andrea oversees the day to day operations of the firm. She also develops detailed financial plans that are instrumental in meeting our clients' financial and investment goals. Andrea taught the CFP®, Certified Planning Courses to advisors practicing today.
Marlys Seyer, Operations Manager
Marlys oversees all aspects of operations assisting with client service, analytical insights, and composite management. She is our concierge.
Mark Minder, RFC, MBA, VP Retirement Plans & Benefits
Mark consults on retirement plans and strategies for both employers and employees.
Dave McNeely, MBA, CFA®, CIMA®, Portfolio Manager
Dave handles portfolio strategies and trading for clients and institutions. He is responsible for all social, economic, and political analyses which include analysis of socially conscious investing.