Robert J. Graham - Founder
"We bring maturity and experience to our clients at a level that's seldom found in this industry."
Robert H. Graham - President
"We take a holistic approach to our clients' needs because worth is woven throughout the economy of life."
Craig Baker - President, Southwest Region
“We build lasting relationships with our clients, leveraging approachability and compassion, earning their trust while understanding their needs to provide…
Elizabeth B. Graham - Chief Operating Officer
"We are motivated knowing we're growing our clients' wealth and securing their future."
Alan J Glassman - Vice President
"We understand that an investment with us is also in us, and we never lose sight of what that means."
Susan A. Shoemaker - Chief Compliance Officer and Investment Advisor
"We manage money in a way that's truly authentic, we read, research and carefully choose every investment."
Robert Graham - Marketing Coordinator
"Whether you wish to grow your wealth, plan for retirement, or invest in a more sustainable future; we will align…
Ann Marie Healey - Client Services Manager
"This isn't just a business, this is a family business and our clients are part of that family."
Michelle Casaldi - Client Services
"Our systems are advanced, but our relationships are retro because we care about each and every individual."