Investments
Demystify your investment plan with data-driven strategies to help you avoid pitfalls.
Retirement and Financial Planning
Build a plan with the aid of our experience that’ll help you enjoy your lifetime dreams.
Insurance and Estate Planning
Find the right balance to protect your family’s finances from life’s unexpected events.
Our Philosophy
We help you achieve your goals by guiding you through a disciplined, long-term approach to investment management and retirement planning.
We Simplify Your Journey
Our independence allows us to build portfolios and financial plans that are focused exclusively on you and your life goals.
Our Process
We believe building long-lasting relationships all start with a genuine conversation.
Randy Rawe
President | Financial Advisor | Owner
Eric Rawe
Vice President | Financial Advisor | Owner
Linda Rawe
Chief Operating Officer | Owner
Jessica Parks
Vice President of Operations | Owner
Catholic Charities
Randy serves as the board chair for Catholic Charities. Eric serves on the CASBA committee, which is the annual fundraising live event.
DCCH Center for Children and Families
Randy and Linda are past board chairs. They continue to serve on the committee for the annual fundraiser. Linda serves on the development committee and is a member of the HALO league.
Congregation of Divine Providence
Linda is currently the Development Board Chairperson for the Congregation of Divine Providence.