Your Team

We are an independent registered investment advisory firm drawing upon the resources and custody of a major financial services firm. Our firm will recommend that securities be transacted through the trading facilities of Raymond James Investment Advisor Division, a division of Raymond James Financial Services, Inc., member FINRA, SIPC.

With over 70 years of combined investment experience, we have the investment knowledge, proven customer services, and the passion it takes to help achieve your wealth accumulation goals.

Michael C. Weber

Michael C. Weber brings over 30 years of advisory experience to the investment process. Following a career as a Naval Flight Officer Michael obtained a MBA degree in finance. He began his investment advisory career with the national wire house firm, E.F. Hutton. Relying on the importance of objective thinking and independent execution, he founded his independent advisory firm in 1997. Michael specializes in the identification and recommendation of institutional money managers that complement your investment objectives and risk tolerance. His objective is to outperform the appropriate index on a risk adjusted basis. 

LuAnn Driscoll

Lu Ann brings 24 years of experience in investment management and financial services experience as an Investment Advisor. She specializes in portfolio analysis and asset allocation as well as fundamental and technical research for stocks and mutual funds. She is a member of the Women’s institute for Financial Education as well as a member of the Order of the Italian Sons and Daughters of America. Lu Ann graduated from John Carroll University in 1983.

Michael L. Weber 

Michael joined the firm upon graduating from the University of Kentucky in 2009 with his B.A. He is an Investment Advisor who specializes in retirement planning. He also holds a life / health license.

Barbara Weber 

Barb serves as our client care specialist and operations manager.  She graduated from Eastern Kentucky University with a B.S. degree.