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

Client Services and Operations Manager

Sandra Austin

Operations Associate

Rachel Garry