Kevin P. Laird, Branch Manager

With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who seeks your total financial picture – someone who can help you define your life goals, establish a comprehensive financial plan, provide strategies focused on your needs, and help you stay on track.

About Us 
Investment Management 
Financial Planning 
Trust Services 
Private, professional,
fee-based financial services
for qualified individuals.
By appointment only.