Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Collin Dawes, CFP®
Managing Director
(855) 270-7210
Founder Collin B. Dawes has served as a financial planner since 1999. He received a Bachelor’s degree in Finance from Western Michigan University in 1997. Collin holds the General Securities Representative Exam (Series 7) through...
Nicole Dawes
Operations Manager
Senior Managing Director/Operations Manager Nicole M. Dawes has been in the financial industry since 1999. She received her Bachelor’s in Business Administration and Economics from Aquinas College and minored in Spanish at Grand...
Rose A. Nemecek
Executive Administrative Assistant
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.