Your Wealth Management Team

Comprehensive Expertise In Financial Planning

As a qualified team of financial professionals, we are ready to use our unique skill sets and expertise to help you build your wealth. With our comprehensive planning approach, we will offer personalized strategies for tax mitigation, estate planning, retirement transitions, and much more. 

With a team of qualified, experienced individuals and a strong support system, we are ready to help you stay debt-free and in control of your financial future!

Meet Your Wealth Advisors

Your wealth advisor partners with you in setting goals and developing a comprehensive plan.

Tommy Doerfler
CFP®, CEPA®

President
Wealth Advisor

Sam Rice

Wealth Advisor

Meet Your Support Team

Your support team keeps your financial management plan running smoothly. They update your accounts, process your requests and schedule your appointments.

We offer specialized services that go beyond investing.

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Looking for peace of mind regarding your financial future?

Our team oversees financial matters for select families in the area.