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, CIMA®

Founding Partner

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

Advisor / Managing Director

Advisor, CFA®, CDFA

Director of Investment Services, CIMA®

Director of Compliance

Director of Advisory Services

Director of Operations

Associate Portfolio Manager, CFA

Support Advisor, JD

Support Advisor, CFP

Support Advisor, CRPC®

Support Associate

Client Service Associate, ChFC®

Client Service Associate

Client Service Associate

Client Service Associate

Portfolio Administrator

Business Operations Administrator

Personal Assistant