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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Ross Hunt, CFP®

Managing Partner


Ross Hunt, CFP® was born in Anaheim, CA but was raised in Central Ohio; he graduated from Miami University (Oxford, Ohio) in 1981. In addition to graduate work in finance and marketing at The Ohio State University, he attended and...

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Mary Hunt

Service Manager


Mary Hunt is a native San Diegan born and raised, loves her city, and a proud GenX-er. Before meeting Ross, Mary was already active in financial services spending many years overseeing her family's real estate business with properties...

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