Our Team

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

With our family office and team-based approach to wealth management, our clients are clients of the firm, and not of an individual advisor. We offer the dedicated attention and direct accountability of a group of experienced professionals rather than the narrower viewpoint of a single advisor. The objective of this approach is to provide broader perspectives to help empower you to make prudent life decisions based on your customized plan.

Meet Our Professionals

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