A certification of skill – a commitment to serve

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.


When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.

A certification of skill – a commitment to serve

David Kanary Headshot
David M. Kanary, CFP®, CIM®
Wealth Manager
Mary Godfrey Headshot
Mary Godfrey
Branch Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

A certification of skill – a commitment to serve

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso