Our Team

Our professionals have a wide range of specialties to meet the needs of all clients. Dedication to the financial planning profession and clients is evidenced in the respect and trust we’ve established. If you are interested in professional services with ultimate integrity, we urge you to contact us for more information.

We are the architects of each client’s customized financial plan and address their current and future needs and goals. Our advisors must hold, or work towards, a variety of licenses and designations, such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist (CFS) and Chartered Financial Analyst (CFA), and must complete regular continuing education courses to maintain each license and designation. This on-going training provides a high level of expertise. Please see each team member’s biography for information on specific licenses and professional experience.

Our highly trained Client Service Team works with each client to answer questions, execute trades, process requests, etc. With every activity, they combine investment industry experience and knowledge with the desire to provide the highest level of service.

Joint work with CPAs and attorneys on your investment and financial profile is common in our practice. This gives you access to multiple resources and perspectives that include investment, accounting and legal expertise. Widening the scope of service beyond traditional financial planning provides you and your family with a higher quality result.

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