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.

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
CPA
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
Chartered Advisor in Philanthropy®
Investment Adviser Certified Compliance Professional®