Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tom Cooney is a Certified Public Accountant with a Personal Financial Specialist credential, as well as, a Certified Financial PlannerTM. He has over 30 years of experience in tax, financial, and investment planning for individuals and...
Sean Cooney has over a decade of experience working with clients, 401k plan participants and plan sponsors. As a Financial Advisor he has been in the forefront of bringing in new technology to help our clients better understand their...