WHAT WILL YOUR FINANCIAL LEGACY BE ?
As CERTIFIED FINANCIAL PLANNERS , we will help you shape yours.
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A Panoramic View. A Personalized Plan.
We believe that big-picture thinking with a tailored plan is a powerful duo that changes lives for the better.
We provide a wide range of services, combining planning with asset management as a team approach,
here for you in every chapter of your financial story.
John is a CERTIFIED FINANCIAL PLANNER
and Fiduciary with 29 years of experience
as a Financial Advisor. He enjoys managing client assets and helping clients plan for their financial success. John loves to spend time with his wife and his two daughters, hiking, camping, sailing and catching crabs on the Chesapeake.
JOHN GIBSON CFP
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Colleen Schuler is a CERTIFIED FINANCIAL PLANNER and Fiduciary with 20 years of experience in the Financial Industry.
She received her MBA in 2008 from
Loyola University. She enjoys working with
her clients developing financial plans and managing assets for their future financial success. She loves to spend time with her husband, son and daughter. Outside of work,
she is active with coaching, volunteering at school and training for her next race.
COLLEEN SCHULER CFP
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents
of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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