Our Team

How We Work

Our team has over 100 years of combined industry experience! Our Advisors make up over 80% of that experience, with the "greenest" Advisor having over 10 years of experience. We believe our job is to not only manage your assets, but to help educate you, the client, on how behavior affects your planning goals.

We achieve this goal, by working as a team and getting to know our clients. We want our clients to feel and recognize no matter where you live, you have access to world-class planning, account service, and resources. We use the term "Holistic Financial Planning"  frequently. We look at the full picture and make individual recommendations to our clients, that fit THEIR needs.

Take a look below and get to know each of us a little better.

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.