Our Team

Team-Based Holistic Advice to Guide You on
Your Journey to Financial Independence

With our family-office/team-based approach to wealth management, you receive the dedicated attention and direct accountability of an entire office of credentialed specialists rather than the narrow viewpoint of a single advisor. This approach empowers you to make prudent life decisions based on your customized plan. For a wealth management team that can cover the various facets of your financial life, turn to Asset Planning Services.

Management Team

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Staff

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Credentials Guide

To learn more about the various credentials granted to some of our team members, please click on the applicable logo. By clicking on the logo, you will be redirected to the credential provider’s website.

Certified Financial Planner
CPA
CEBS
Chartered Life Underwriter®
Chartered Financial Consultant®
Financial Paraplanner Qualified Professional
Certified Kingdom Advisor
National Institute of Certified Estate Planners
Certified Estate & Trust Specialist