About Our Firm

We do our best to make sure our clients can focus solely on their goals for their families, so they don't have to know about the effort we put into making those goals a reality.

That said, there's a lot that goes on below the surface. These posts give you a glimpse into the work we are doing on our firm and on ourselves, so we can be the best we can be for our clients.

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A Tribute to a Great Dog As I wrong my end-of-the-year article last month, I admit I was preoccupied thinking about something I wasn't ready to write about yet: our chocolate Lab Nelly.
Taking Time To Appreciate Where and Who We Are Right Now Taking 2018 in review, we realized the need to take some time to appreciate where and who we are right now.
Keeping It Real (and Other Life Lessons) The week of Thanksgiving, we met with our mentor in her home town of Williamsport, PA. She has taught us that authenticity isn't an effect: it's a cause.