We have earned a reputation for providing honest, upfront information over decades to a broad range of people with many differing financial circumstances.
Our greatest strength is genuinely caring about the individual that you are, wanting to see you do well and mentoring you to expand your horizons; then providing you with services and soundly researched advice that integrate smoothly with your life goals and ambitions.
The way we like to measure our success is that you ultimately have the funds you need to be free to enjoy life and do whatever it is you want to do.
Our desire is to expose you to the good fortune that is available to you…should you choose it.
"The future is not a place to which we are going. It is a place we are creating. The paths to it are not found but made, and the activity of making them changes both the maker and the destination."
- John Schaar
| Julie and Emmanuel Cassimatis
& Joint CEO
& Joint CEO
Our desire is for people to embrace the analogy of the storm. Storms are the harbingers of growth. They return life to parched land and create new and fresh beginnings.
We also think the name signifies the dynamic process we go through with our clients. Initially our clients can feel disturbed by stormy waters, and we are alongside them to navigate them through that. The storm's replenishing rains bring the promise of renewal and growth.
In keeping with the storm analogy, Storm Financial is refreshing and invigorating for clients…they know to 'expect the unexpected!