Our firm is a registered investment advisory with the firm's key contact for this service being Marlyn Felsing.  Our goal is to meet and exceed our clients’ financial expectations.  Not only are we trained in portfolio management, investment strategies, and tax efficient growth investments, but we are aligned with a money manager who is a CPA with similar training.  Our  CPA code of professional ethics, as well as our commitment to the values of objectivity, credibility, and confidentiality, make us investment professionals you can trust.