Experience

Our team is differentiated by the quality of our members. Our collective knowledge, insight, and relentless pursuit of excellence drive the client experience. We have over 70 years of combined investment advisory experience in all aspects of financial management.
Further, our team is comprised of individuals holding a number of industry designations and licenses, including:

  • Two Certified Financial Planners (CFP®)
  • A Chartered Financial Analyst (CFA)
  • A Certified Divorce Financial Analyst (CDFA™); and
  • A Certified Fund Specialist (CFS)

These accreditation do not come easy. Years of experience, testing, and continued education must be obtained to maintain certification. When it comes to your finances, you need a team that can pull knowledge and resources from estate planning attorneys, tax accountants and financial analysts. Our team is uniquely positioned to quarterback your personal finances.

But more important than the intellectual strength and knowledge that these credential reflect, our people have substantial real-world experience – the kind that counts when it comes to understanding our clients’ needs, and finding and implementing innovative and practical solutions to meet those needs.

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