Our story began in 1969, when Sam Augustine, a Lieutenant Commander in the U.S. Navy and vietnam War veteran, founded our firm.  A man of discipline, honor, and unwavering integrity, Sam brought the values he lived by in service into the financial world.  His dedication to hard work and ethical leadership laid the foundation for a company built on trust.

as a devoted family man, sam welcomed his daughter angela into the firm in 1994.  with a natural talent for the business and a deep rooted respect for the firm's guiding principles, anegla quickly made her mark.  she soon became principal of the firm, helping to accelerate its growth while staying true to its core values.

today, we continue to build lasting relationships with our clients--rooted in trust, transparency, and personalized guidance.  it's this commitment that has sustained us for over 5 decades, and it's what will carry us forward for generations to come.