Our Qualifications

Inez Storms is a Chartered Financial Analyst and Certified Financial Planner® with over 30 years of experience in advising corporations, endowments, unions and individuals in the areas of investment and retirement planning.  She works with other financial professionals to help you develop a comprehensive financial plan.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.