Mission Statement

Assurance through action

We seek to craft an environment of growth. This growth is primarily focused around our client’s desires and intentions. By constantly refining our process, we look to achieve increased clarity in an unclear world, increased performance in undefined markets, and increased fulfillment in a society of unattained actualization.

Our Advisor

Bradley

Augustine

Bradley Augustine has a vehement passion for the study of capital markets and the role they take in the lives of individuals, both investors and the uninvested. He finds that by surrounding themselves with specialists, people are able to pursue their life’s greatest goals

Robert

Reaume

Bob works with individuals, families, professionals, and business owners to create comprehensive asset management, risk management and estate planning and transfer strategies.

Ally

Kerkstra

Ally is our admin wiz and the positive voice on the other end of communications.

Cheryl

Vink

Cheryl welcomes all visitors to the firm and is responsible for our lobby area. She also provides additional administrative support, managing our meeting space and calendars

Josiah

Minch

Josiah joins the America Group team with nearly a decade of experience in the IT field, ranging from basic help desk procedures to Data Systems Administration and configuration.

Kimberly

Casbar

Kim has been working in the industry for over 30 years, and she currently holds Series 7, 63, 9 & 10 held through LPL Financial.

Randy

Malloy

His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning.

LPL Financial

We’re proud to work with LPL Financial, the #1 Independent Broker/Dealer in the United States as reported by Financial Planning magazine, 1996-2022, based on total revenue. That said, you may be wondering how LPL Financial’s size and expertise benefit you as an investor choosing to work with us. On this page, we’ll answer all your questions.

What Is LPL Financial?

LPL Financial is an RIA custodian, which means they maintain the assets of registered investment advisors (RIAs). LPL Financial has been around for more than 30 years, and over that time, they’ve managed to accrue tremendous success. They currently serve:

500 independent RIA firms
800 institution-based investment programs
21,000 financial professionals

What LPL Financial Offers

LPL Financial is a tremendous resource for us because they allow us to provide many different kinds of investment solutions. Even better, they’re committed to independence. Investors need very different things, dependent on both their current situation and their financial goals.

LPL Financial respects that fact, which is likely one of the major reasons it has managed to grow over the years. Along with helping us provide investment solutions, it also helps us by providing back-office support, market research, and more.

For more information on how our affiliation with America Group and LPL Financial helps you, make sure to check out our America Group page.

We Provide Qualified Financial Advice

Are you ready to work with a financial advisor? Do you have any questions you’d like to ask before getting started? No matter where you are on your financial journey, we’re ready to speak with you. Please don’t hesitate to contact us today.

About Us