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Your Team

What's in a name?

What's in a name?

Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.

Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.

We feel it’s a great metaphor for what we do.

Provide a lighted path to help guide clients in working towards achieving their financial goals.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Why Choose a CFP® Professional

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

For more information visit Why Choose a CFP® Professional | CFP - Let's Make a Plan (