Our Why:
Money … It's an interesting thing that touches almost every area of our lives and yet, we've found that it never makes us happy. Instead, our faith, the people we surround ourselves with, the endeavors we pursue and the lives we change are things that provide unceasing joy. Money simply helps us achieve our goals. No two people are the same, and neither are their aspirations.
Our How:
That's why our team believes that focusing on your ambitions is the most important thing we can do. We focus on understanding your unique personal values and financial needs to deliver customized financial solutions. Our process includes identifying and tracking multiple goals, communicating regularly and working closely with our clients' accountants and attorneys to provide competent, comprehensive guidance.
We focus on helping:
- High-net-worth families with complex financial needs
- Retirees and/or job changers
- Small- to medium-sized business owners
- Serious long-term individual investors
Our Team:
Alec Rosario, AAMS™, CRPC™ – Financial Advisor. I obtained the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations to aid our clients with complex situations. Outside of work, I enjoy going to the beach, traveling and exploring our beloved La Porte, Indiana, and neighboring towns with my wife, Alicia, and our son, Elias. I also play the drums and acoustic guitar and sing.
Cathy Richey, FPQP® – Senior Branch Office Administrator. Cathy is a La Porte native and joined the firm in 2021. She earned the Financial Paraplanner Qualified Professional®, or FPQP®, designation from the College for Financial Planning®. She provides prompt, professional service to our clients. Outside the office, she enjoys cooking, traveling and spending time with friends and family poolside or at the beach. She and her husband, Paul, have three grown daughters between them and one very spoiled dog.