The Lois & David Story

Partners both in business and in marriage, we believe that loving and authentic relationships are key to success in all aspects of life. As we began our journey in this profession, we found ourselves blessed to be in the company of some of the “giants” of the profession. We thrived under their mentorship as we absorbed their knowledge, wisdom and, most importantly, their love, respect and passion for financial planning.

The following thirty years brought us the joy and satisfaction of beginning new journeys with purposeful savers, traveling with them into successful retirement transitions. We are honored by these experiences and relationships with our peers, our WorthWhile Wealth team and allied professionals. And, we enthusiastically invite you to embrace these gifts and tools to move toward your own vision of WorthWhile Living.