The Quintessential Experience in Financial Services

Financial advisors providing financial education and literacy to our local businesses, families, individuals and visitors. Our goal is to develop financial strategies for individuals, families, and business owners to accomplish tax-efficient methods for retirement, estate planning and emergent future needs. Bill & Katerina achieve this by working closely with accountants, attorneys, and other trusted professionals and advisors, to design, implement, and recommend products and services to fit your business, individual and personal needs.