Advisors

With 25 years in the business, I advise my clients with the best educated advice on how to manage their hard-earned money.

Kris became a registered representative in February 2017. Kris is licensed by the Mutual Fund Dealers Association.

I started my career in the fall of 1983. During those years I worked with my clients to help them achieve their personal financial goals.

I began my career at 19 years of age in April of 2010; interestingly, the same month my Grandfather celebrated 50 years in the business!

Gordon French is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted to provide financial services for his clients.

From purchasing your first home to planning your retirement, it helps to have a roadmap in place to get you where your want to be.

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

Started my career as a Mutual Funds Advisor 2015 I support clients by navigating the financial world and developing long term plans with clients to achieve their retirement and saving goals.
Also, as the compliance officer for Professional Investments my role is to ensure that our company complies with our outside regulatory and internal policies and bylaws.

25 years of financial management combined with 25 plus years of tax planning facilitates a comprehensive skill set to assist clients through every aspect of life.  My philosophy is such that investment and taxation go hand in hand.  Too often I have witnessed the repercussions of t