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Our Team

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

We can help you address:

  • Investing principles and strategies
  • Retirement investing and income distribution strategies
  • Estate conservation issues
  • Philanthropic interests and charitable giving
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • How much can I afford to take as an annual retirement income?
  • Are my investments working hard enough to move me toward my goals?  
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How do I effectively provide for the charities I support?
  • What is the right approach for college savings?

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

Steven Schnupp

Managing Principal / CEO

(770) 552-1500

(770) 552-0702

[email protected]

I began our firm with the goal of truly "making a difference" in the lives of our clients...(CLICK ON PHOTO OR NAME FOR MORE INFORMATION).

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Karen Crosby

Branch Administrator

(770) 552-1500

(770) 552-0702

[email protected]

I was born and raised in California and attended Chico State University...(CLICK ON PHOTO OR NAME FOR MORE INFORMATION).

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