You seek a partner who will honor and respect the bond of trust you have with your clients.
Our firm was founded by Bill Glassner in 1985. Bill’s modest upbringing was the driving force that motivated him to help others in his community. He sought to bring them greater financial literacy and empowering them to make wise financial decisions. After a few decades in the business Bill’s son-in-law, Judd Carlton, became his successor. It remains a family owned business until this day.
This simple story tells a great deal about the values we represent to this day: hard work, honesty, and perseverance. With these values in mind we aim to make an impact on families, businesses, and individuals in the community around us that we are so fortunate to be a part of.