Meet The Team

Our team is based in Yardley, PA and we have a passion for spreading financial security and peace of mind by providing leading edge wealth management and education.

“If you're ready to take control and start planning for success, you need our straightforward, friendly, no-nonsense financial firm in your corner!”

Michael J. GarryFounder and CEO

Karen Lynch

Chief Operating Officer

Sandra Austin

Client Service & Operations Specialist

Rachel Garry

Principal