Putting our clients first since 1986
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Trust the Professionals
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Chief Executive Officer
Cynthia Dixon
Life is too short to do mediocre work and it is definitely too short to build shitty things.
Executive Assistant
Arthur Parker
Make your team feel respected, empowered and genuinely excited about the company’s mission.
Marketing Specialist
Evelyn Mason
Don’t worry about failure; you only have to be right once.
Human Resources
Bryan Greene
If you’re not a risk taker, you should get the hell out of business.