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Our Team

Our Intent

Our Intent

"I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision."

-Joe Gordon

Meet Our Team

Our Process


Our History


Our Values


Our Resources


*REGISTERED TO OFFER SECURITIES THROUGH VALMARK SECURITIES