Our Qualifications

We have been working with individuals and businesses in the area for over 40 years.

L. Wesley Boord, the firm's founder and owner, has extensive personal and professional experience. He has a BA in Arts and Science from Ohio University and a Masters of Science in Financial Services from the American College.  In addition Wes holds professional designations as a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and is Certified in Long-Term Care (CLTC).

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.