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Combined 70+ years of experience

Two CFP® Professionals

Responsive - Attentive - Personal

Independent Registered Investment Advisors are held to the fiduciary standard, which requires advisors to keep the best interests of their clients in mind at all times.  

We honor our fiduciary duty above all, and work in a collaborative atmosphere with our clients.  We've succeeded by providing excellent service and expert advice to individuals, families, and businesses in many facets of financial planning.  

    Meet Our Team

Casey Startzell, CFP® Photo

Casey Startzell, CFP®

Financial Advisor

Partnered with the firm in 2012 


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James Startzell, CFP® Photo

James Startzell, CFP®


Founded the firm in 1980  


William Palisca Photo

William Palisca

Financial Advisor

Joined the firm in 2000


Paul Klimkowski Photo

Paul Klimkowski

Financial Paraplanner

Joined the firm in 2017


Randy Sullivan

Operations Manager

Joined the firm in 1999


Marti Startzell

Operations Assistant

Joined the firm in 2007


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