Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jack Bell, CFP®, CEPA

Managing Director



Jack Bell is a financial professional with over 20 years of experience.  In his current role, Jack partners with high net worth individuals, families, and business owners, to help them navigate the various complexities of managing...

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John Dunlevy, CFA

Chief Investment Officer



Mr. Dunlevy has nearly 40-Years of investment experience as a Money Manager and Investment Portfolio Strategist.  This includes more than 13-Years as the Investment Strategist for institutional accounts at firms including Fifth...

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