Meet Our Team

Our Mission

Our purpose is to provide independent financial planning and investment services for people at every stage of life. Based on your goals and priorities, we create a comprehensive financial plan to assist in your journey toward financial independence. We also provide planning services to small business to include employer sponsored retirement plans and business succession plans. We are thankful for our clients and we value their trust and confidence.

The Rally Point Difference

We are a family and veteran owned comprehensive financial planning and investment advisory service. In military parlance, a rally point is a physical location in the operational environment where leaders of a unit gather to make and refine plans, conduct rehearsals, and perform equipment checks prior to engaging an objective. We operate with the same planning precision learned through our combined 36 years of experience as military officers.

No matter your background or situation, we will devote our full efforts toward crafting your financial plan and implementing a sound investment strategy that fully supports your goals.