Vision Statement:
"Our vision is to help our clients identify and plan to achieve their financial goals by offering the highest standard of professional service and independent, professional advice." 

Registered Representatives of and Securities offered through QA3 Financial Corp. Member FINRA/SIPC Investment Advisor Representative of and Advisory Services offered through Securities Monitoring Group, LLC an SEC Registered Investment Advisor. Theis & Dougherty Financial Services, Inc. and Securities Monitoring Group, LLC are not affiliated with QA3 Financial Corp.