Our Firm

In 1994, J.P Connor and Kassia Cristello set out to form a client first independent practice. The firm began by offering insurance and investment products to businesses. There was an emphasis placed on employer sponsored retirement plans such as 401(k), 403(b) and SIMPLE plans.

Through those business affiliations, many personal relationships were formed. Because of these connections, the firm began to work on personal client accounts for their investment needs including life insurance and tax planning. Some of these relationships are now several decades old. These partnerships have led the firm to steadily grow in size, both in the number of clients supported as well as the staff to help service these accounts.

Anthony Sexton joined the firm in 2003. He was able to leverage our existing clients and along with new networking he continued to grow the firm while staying true to the core model of education and personal attention.

Today, the firm still enjoys working with group retirement plans, both at the sponsor and employee level. We actively engage with personal clients to help them to pursue their retirement goals.  These planning functions go along with other personal financial planning needs and services. We then manage these plans through retirement so our clients can focus on enjoying the time they have saved for.