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Redefining the intersection between PEOPLE and MONEY toward the achievement of financial security

Our Story
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Nyle Berkes

"I'm a small-town guy with a background in education and committed to helping my clients obtain financial freedom through strategic planning."

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Christy Plunkett-Barese

"I am a very down to earth, others-focused advisor with a specialty helping families and women going through disruptive change feel confident in their financial health and well-being."

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Mark Kinsella

"I love working with young families and professionals who are passionate and motivated to improve their lives and communities."

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Edward Feduke

"I empower young professionals, specifically those in sales professionals, to take advantage of full financial planning."

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Caroline Morris

"My mission is to strengthen the financial security of my clients and to discover strategies to realize their financial goals."

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It’s important to first organize financial priorities and understand the proper order for addressing your specific situation. Take care of today, establish a good foundation to respond to life events, and then build on that solid framework to prepare for the time ahead.

Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want. We offer a holistic overview of your personalized financial picture – and journey – all in one place. But having all your financial information readily available to you is only the first step. Our step-by-step approach shows you the simple logic and order of financial decision-making that help you reach your financial goals.

Traditional financial thinking often targets a narrow area of focus, leaving other critical areas completely unaddressed. This can lead people to take inappropriate levels of risk and leave them financially vulnerable and unprepared for their future.

Whatever dreams you have for your financial future, it takes the right strategy to make it happen. You need a proven process that respects your current life and lifestyle — and one that puts you on a solid path to achieving all that is important to you.

You will learn about us, our philosophy, our involvement in the community, and our commitment to improving the lives of those we serve. Our knowledge and experience are supported by a unique strategy and organizational tool called The Living Balance Sheet®.



We create strategies that are tailored to your goals.

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Create an investment strategy that's right for you.

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Insurance solutions uniquely designed for your circumstances.

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Business Strategies that work for your company's future.

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Our story is your story. It’s the human story. A story of exploration, a story of discovery. A story of challenge and a story of triumph. A story of victory and a testament to the eternity of the human soul. The call to adventure lies in each human heart. The call to greatness. To be what we were created to be. This call requires courage and determination, faith and hope. And it requires the aid of those we love and trust. We’ve been building relationships of love and trust for years. We’ve learned and grown in each experience and the wisdom from those experiences is the fabric and strength of our firm today and our offering to you.

Our mission is to know you. A participatory knowing that takes time to mature and deepen. A knowing that seasons and weathers through the peaks and valleys of life. A knowing that celebrates with you, that cries with you. A knowing that gives context and connection to the financial decisions made along the journey. A knowing that shares the wisdom of those who have come before us to inform us as we gather wisdom for those who will come after us. To travel well, travel together. With FGP you belong. With FGP we go with you and for you on your way towards a life of financial security. 

<br data-mce-bogus="1">In Motion

In Motion

Forward Thinking.  Making Things Happen

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Vibrant, Bucket


Actually Different

Actually Different

Reliable, Creative

Independent &#38; Collective

Independent & Collective

Independent Thoughts & Interests, Together as One and Free


We're Here For You!

What’s the value of a financial professional? Nearly 40% of Americans avoid dealing with their finances because they feel overwhelmed by them and more than 1 in 3 consider delaying retirement. 1 People who are most satisfied with life are also financially confident, and those who are least satisfied with life are struggling with their finances. 1

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Client Households 2


Assets Under Administration 3


of life protection


Professionals Ready to Assist

Helpful Content

Curated articles, videos, and more for a financially savvier you.

check out our blog
&#160;For Your Life

 For Your Life

See how we can help you tell financial fact from fiction, so you can achieve Financial Balance® and accomplish your goals.

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FGP: Featuring Good People

FGP: Featuring Good People

A relationship with a financial professional can bring courage, relevance, understanding and emotion into the experience of navigating the choppy waters of your financial adventure.

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Retirement Challenges for Women

Retirement Challenges for Women

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging.

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What Our Team Has to Say:

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1  Guardian Study of Financial and Emotional Confidence, 2021

2 Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.

3 Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.