Broker Check

Our Team

Our team has over 60 years of collective experience and was founded by two CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach can get you to where you want to be.

Chris Urness , CFP®, ChFC®, AAMS

Founder & CEO

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“I began my financial practice in 2002 with a clear understanding that Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and transparent financial planning advice, based on a...

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Tim Hammond, CFP®, ChFC®, MBA

Wealth Advisor

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The complexities and opportunities of personal finance require discipline, skill, and integrity to achieve and maintain financial success. To help families and individuals work toward their goals, I have trained and served in the...

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Mark Fulton

VP of Operations / Wealth Advisor

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“I believe that the key to building a successful financial journey starts with understanding your vision of the future, and together with regular communication, the latest technology, and awareness of market trends, forging a...

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Steve Vestri

Wealth Advisor


LOCATED IN THE GREATER ROCHESTER, NEW YORK AREA “It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit...

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Ryan Battin

Wealth Advisor

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I began my career in the financial services industry in 2005 with the understanding that integrity and ethical behavior are paramount! I have strived to focus on these attributes in my financial planning practice through open, ethical,...

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AJ Stuver, MBA

Administrative Assistant