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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Financial Advisor



Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Doug is Chairman of the PICPA’s Personal Financial Planning committee and...

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Hristo Stefanov, CFA, CAIA
Investment Director

Investment Director

Hristo Stefanov is primarily responsible for the research, selection and ongoing oversight of alternative mutual funds. His role includes generating actionable insight on a variety of broad market topics and on specific fixed income...

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Juliet Hendrickson, JD

Senior Attorney, Advanced Planning

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...

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