We strive to support the objectives of our clients, create a positive work flow, and give back to the community.
To liberate you from the day-to-day management of your financial plan, allowing you to do what you enjoy most.
Quintin is the firm's Principal and a CERTIFIED FINANCIAL PLANNER™. He's been employed in the financial services industry since 1980 and managing investment portfolios and providing financial planning services since 1985. He has a Master's of Business Degree from West Virginia College of Graduate Studies and a Bachelor of Science Degree from Bluefield State College. He is a graduate of Southeastern Trust School at Campbell University, the Cannon Financial Institute Trust Graduate School, and Virginia Bankers Association School of Bank Management at the University of Virginia.