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We are wealth strategists, financial planners, and investment managers. 

Our services cost 1.5% annually on any assets that we manage. 

It doesn't cost anything to talk to us, no matter who you are. So schedule a meeting today and we'll do our best to help you.


I began my career in the financial services industry while attending the University of Toledo. After graduating, I gained unique experience working in the manufacturing and financial industries. This experience allowed me to understand...

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I love what I do. I get to teach everyday and help solve problems that really confound some people. In addition to teaching and planning with clients, Jason Bernal and I manage our investment process and allocation models. This is...

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I became a licensed insurance agent in 1988 and started my own business (The Wright Agency, Inc.) in 1997 which was purchased by Blue Jay in 2017. I love helping individuals and businesses manage their life and assets. I'm a former...

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My entire life has been one long lesson in administration. As a child, my mom brought me to work with her where I would file her paperwork and make her copies. In college, I worked in Data Entry in the Admissions Office and as an...

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