We work hard to make things easy for you, to make it effortless, to simplify, to keep things hassle-free, to be straightforward and clear.

Founding Partner

Founding Partner

Founding Partner, CIMA®

Advisor / Managing Director

Advisor, CFA®, CDFA®

Partner / Advisor / Director of Planning, CRPC®, CFP®

Director of Investment Services, CIMA®

Director of Compliance

Director of Advisory Services

Director of Operations

Director of Marketing

Operations Strategy Associate

Investment Strategy Associate, CAIA®

Billing Associate

Support Associate

Support Advisor, JD

Support Advisor - Team Lead, CRPC®

Client Service Associate, ChFC®

Client Service Associate

Client Service Associate

Client Service Associate

Portfolio Administrator

Business Operations Administrator

Personal Assistant