Our Firm

The way we see it, financial freedom is the means by which you're able to fully live the life you imagine.  For some of us, it means exploring the great treasures of Europe. For others, it's finding that special home in the woods.  For still others, it's a chance to give back to the community.

Whatever you imagine achieving in life, a sound financial plan* can head you confidently in the right direction.

Developing a strategy personalized to your needs is the first step.

Whether you are concerned about protecting your assets, funding your child's education or preserving your legacy, we can accurately assess your situation and target the best solution for you.

Our combined experience of over 50 years will offer you the experience of two experienced  advisors committed to honesty and integrity..

We want you to embark on the biggest adventure of your life without worrying you won't be able to afford what you've dreamed about.

 After all, you've worked hard and deserve to reap the rewards.

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*Fee-based financial planning services are offered through Financial Planners of MetLife Securities Inc.(MSI). MSI is a Registered Investment Adviser. Jerry Wells and David Cherry are financial planners with MSI.