Our Team
Team-Based Holistic Advice to Guide You on
Your Journey towards Financial Independence
With our in-house, team-based, approach to wealth management that spans financial, investment, tax, and estate planning, we deliver holistic advice to our clients in a timely and streamlined manner. Our wealth management advice to you is not outsourced. Your in-house advisory team is 100% focused on providing advice only to our clients. Bottom-line: Our Team actually knows you.
We believe our structured depth of professional resources, across multiple disciplines, provides our clients with financial peace of mind…a single phone number to call for guidance on a broad range of wealth management issues. Although each financial planning client has a Lead Planner who is a CFP® practitioner, clients are clients of the firm, and not of an individual advisor. Our entire team is available to serve you.
In‐House Planning Professionals and Management Team
Wealth Management Support Staff
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.
