Personalized, face-to-face financial planning for you and your family.

We believe in the power of personal connection. That’s why we strive to provided consistent, face-to-face financial planning for all our clients—a comprehensive wealth management approach that we believe will help build multi-generational wealth for you and your family.

We focus our services around active wealth planning, net worth analysis, insurance, Will & estate planning and more, and work to ensure that you reach the goals you have set for yourself and your loved ones. Our in-house experts are always here to advise you on the next best investment to make for your situation and your values, with a disciplined approach to portfolio management. There’s a reason we’ve seen our clients grow their families for the last three decades, and that’s thanks to our strong tie to the community, solid market knowledge and genuine care for our clients.

Randy and Cathy have now welcomed a new Financial Planner to their team.  Lindsay Holmes, whom they both have known for many years, is considered a natural extension to the team and will bring a fresh approach to the business.

Randy P. Lee

Investment Advisor


Lindsay Holmes, CFP

Associate Advisor & Financial Planner


Cathy D'Annibale Lee



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