Meet The Team

Experienced. Credentialed. Independent.

About Us

Not All Experience is Created Equal

When we refer to experience, we mean the kind that truly makes a positive difference in the lives of individuals, families, and non-profit organizations, particularly when it comes to effectively managing their investments and finances. This includes navigating the complex behavioral aspects where emotions can disrupt even the most well-crafted plans.

What sets our advisors apart is their wealth of real-world experience in financial planning and investment management spanning several decades. This sets us apart from the industry norm, which often prioritizes hiring employees with a knack for selling products. While others may focus on sales experience and charismatic personalities, we place immense value on our team's deep expertise in driving significant financial improvements for our clients.


About Us

Our Credentials

We don’t view wealth management as a job, but rather a profession and an essential part of who we are. We believe we owe it to our clients to be life-long learners and continue to read, study and question. We haven’t earned designations for the sake of designations but rather our constant pursuit of education. In pursuing this education, we have earned the following credentials:

  • Certified Investment Management Analyst® (CIMA®)
  • Accredited Investment Fiduciary® (AIF®)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Advanced degrees

About Us


Our qualifications are a big part of what sets us apart from other firms. Larger firms may have some qualified staff, but they are stuck behind glass doors in big cities. The general public is left to deal with licensed salespeople with little to no financial qualifications.

Our qualified staff are the ones who meet with clients, come up with plans, manage the implementation, and oversee the progress along the way.


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