How We Work
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.
Shane Gornik, CFP®
Partner, Financial Planner
Shane Gornik focuses on providing his clients with a framework for making informed financial decisions. He provides products and services to his clients who are looking for guidance on retirement planning, wealth management, estate...
Peter Lotridge, LUTCF
Partner, Financial Planner
Peter strives to be your financial advocate, helping to organize and simplify your financial life. His approach is both personal and comprehensive, integrating investment management strategies and asset protection...
