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Associated with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer

Financial Success Happens Together.

Your partner to help you seek and maintain financial stability, security, and freedom.

The Power of Good Financial Advice

Rely on our partnership’s advisors to help you make the smart choices that can lead to your financial independence. We're four advisors who have joined forces to offer you the following through our affiliation with Commonwealth Financial Network,® our broker/dealer and registered investment adviser:

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A group of advisors who can help meet your personalized financial planning needs

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The capabilities to serve a range of individuals, families, and small business owners

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Our shared knowledge, planning strategies, and extensive experience

Connect with Your Financial Partner

You’ll receive knowledgeable advice from our founding advisors. In addition to the advanced financial planning designations and certifications we've earned, together we have more than 110 years of combined experience through various market cycles.

Sally McCray Headshot

Sally McCray, CFP®, CPA, CFS

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Ann Novosel Headshot

Ann Novosel, CFP®

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Stephanie Shinn Headshot

Stephanie Shinn, CFP®

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A Shared Commitment to You

We work from four separate offices, but we’re united in our core values of integrity and doing what's right for you. We're focused on advising you in a fiduciary manner with your best interest in mind.