Founded in 1977 by Lynn Roper, our team today remains committed to the importance of guiding and advising financially successful families on their full spectrum of their wealth managment needs. Striving for exceptional client service every day, we treat our client family with the respect and courtesy they deserve. 

Teamwork is at the heart of our culture. Although we are an all-female team, we pride ourselves on our diverse backgrounds and capabilities. We believe that our collaboration results in consistency and continuity of service. With more than 100 years of collective experience, our longevity and continuity as advisors at Merrill and with each other have provided us with a maturity and perspective that does not disappear during times of crisis. 

We have considerable experience recommending wealth management strategies to help negotiate life's turning points, both the ones you can prepare for, such as buying, selling or exiting business, and those that come as a surprise: illness, death, or divorce. Supportive and insightful, we help clients anticipate what's ahead so that they can plan for the impact of major milestones, triumphs, and transitions. We can help you discern what has worked for similarly situated clients, so that you can pursue a more efficient and thoughtful path toward your goals. 

We welcome the opportunity to speak with you and show you how we can be a valued resource for every stage of your financial life.