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"If you fail to plan you plan to fail"


Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

Assess

As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs.

Create

Using the details you have confided in us and our access to high-quality research and analysis, we narrow down a selection of investments and an allocation tailored to your financial life.

Implement

Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance.

Manage

After establishing your plan, we continue to provide ongoing support.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
Learn More
What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn More
A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More

Your Elite Team

Bruce Lewin

Bruce Lewin

President – EFM, Senior Financial Advisor - RJFS

Jeff Dargatz

Jeff Dargatz

Partner - EFM, Senior Financial Advisor - RJFS

Keith O'Keefe

Keith O'Keefe

Partner - EFM, Senior Financial Advisor - RJFS

Kibb King

Kibb King

Branch Operations Supervisor – RJFS

Chris McNeal

Chris McNeal

Director of Business Development – EFM Financial Advisor — RJFS

Todd Pace

Todd Pace

Financial Advisor - RJFS

Anthony Carlock

Anthony Carlock

Administrative Assistant

Becky Sharkey

Becky Sharkey

Administrative Assistant

Questions? Comments?

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