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.
Ada Johnson
Administrator
Ada brings to the firm over forty years of broad-based experience in the financial markets industry. She works with our domestic and international clients and acts as a liaison providing assistance with account operations. Her...
Arthur N. Framke, CFP®
Financial Advisor
A seasoned professional with more than fifty years of experience in financial planning, accounting and investment management. Arthur approaches his client’s investment needs as if they were his own. His investment strategy is...
Mike Edwards, AAMS®
President
Michael started his career in the financial services industry on Wall Street in New York City in 1996. Over this time, he has accumulated a wealth of knowledge with experience in Wealth Management, Foreign Currency, Residential and...