Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future


Benjamin Hayes headshot
"I work with my clients to be proactive about planning for their future. We avoid focusing on short-term market ups and downs, and instead focus on what we can control – planning for retirement and making wise, disciplined investment decisions."

Benjamin Hayes

Principal, Consultant

Green Bay

Featured & Events

Want to know more? Check out the latest firm happenings, announcements & events in your area.

Patrice Cresci Named Five-Star Wealth Manager

Patrice Cresci

We’re proud to announce that Patrice Cresci, Principal and Regional Director in the Bay Area, has received the Five Star Wealth Manager Award for the second year in a row. Please join us in congratulating her on this well-deserved achievement!

As always, we want to remind everyone that past performance is not indicative of future results. Five Star Professional performs comprehensive research across 45 markets when identifying award recipients. For more information about the award methodology and evaluation process, please click here.