Our Team
How We Work
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.
Jim Eismon
Founding Partner
Greetings! I'm Jim Eismon, a seasoned Certified Financial Planner™ (CFP®) with over 25 years of experience in guiding individuals and families toward financial success. My journey in the realm of finance began with a deep-rooted...
Tony Preziuso
Founding Partner
Hello, I'm Tony Preziuso, a seasoned Certified Financial Planner™ (CFP®) with over 20 years of experience in the financial services industry. Throughout my career, I've had the privilege of guiding individuals and families...
Lynne Jones
Senior Financial Advisor
Chrisilyn Falensky
Executive Assistant
Cheryl Carr
Executive Assistant
Hello, I'm Cheryl Carr, and for over 15 years, I've dedicated my career to excelling as an Executive Assistant. I am passionate about providing exceptional support to senior executives and clients, always striving to go above and...