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, CRPC®, CFP®

Advisor, CFP®

Chief Investment Officer, CFA®, CIMA®

Chief Operating Officer

Director of Compliance

Director of Marketing

Director of Family Office Services, CRPC®

Support Advisor - Team Lead

Support Advisor - Client Services

Support Advisor - Client Services

Support Advisor - Client Operations

Support Advisor - Client Operations

Support Advisor - Client Operations, ChFC®

Support Advisor - Client Operations

Investment Portfolio Strategist, CAIA®

Portfolio Administrator

Operations Strategy Associate

Investment Services Analyst

Business Operations Administrator

Billing Associate

Salesforce Administrator

Executive Assistant