MoneyCenter

Take control of your financial future.

MoneyCenter: Your Personal Financial Website
MoneyCenter is a proprietary tool that provides a comprehensive view of your finances. With MoneyCenter, you get the convenience of a personal financial website, plus the professional guidance and support of a trusted advisor. Together, we’ll build and monitor a financial plan designed around the things that are most important in your life.

ORGANIZER
Connect all your accounts for a consolidated view of your entire financial picture.

TRACK SPENDING
Know how much you’re spending, and where.

BUDGETING TOOLS
Set budgets to help reach your savings goals.

INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.

VAULT
Safely store your most important financial documents, accessible 24/7.

MOBILE
Get a complete financial picture on your smartphone.

FINANCIAL WORKSHOPS
Access educational resources and online workshops for help getting on target to reach your most important goals.

SCREEN SHARING
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

Already have an account? Click here to access MoneyCenter

Want to learn more about MoneyCenter? Request a consultation

Meet our MoneyCenter Team

James T. Englert, CFP®, EA

President & Chief Executive Officer

Kenneth J. Burke, CPA/PFS CBEC®

Chief Financial Officer & General Manager

Deborah D. Bastow, MBA

Senior Financial Advisor

Randi Beach

Senior Financial Advisor

Deborah B. King, CRPC®

Senior Financial Advisor, Broker & Investment Advisor

Russell J. Mandrino

Financial Advisor