W E L C O M E

Your trusted resource for clear guidance, thoughtful strategies, and personalized support. We are committed to helping you navigate your financial journey with the confidence, clarity, and care you deserve.

Our Services
M E E T

Our team

Meet Nick and Aidan, a dedicated financial services duo committed to providing clear guidance and personalized support.

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Nick Hanna

Owner, Registered Representative

A seasoned financial professional of over 15 years, Nick has helped countless individuals, families, and businesses build, grow and maintain their futures.

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Aidan Larson

Registered Service Assistant

Aidan recently transitioned into the financial services industry, bringing his strong background in small business management to his new role as a registered assistant.

They say life doesn't give you anything you can't handle...

But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend solutions that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.

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