Meet The Team

We believe you deserve the best thinking of a team of specialized financial professionals.

We also believe that our team’s combined education, experience, and certifications best serve your financial interests as a client.

• Each member of the team represents a set of financial skills and knowledge. 

• Certified Financial Planners™ (CFPs®) are responsible for the development and execution of our client’s financial plans.

• Chartered Financial Analysts® are responsible for the management of our client’s investment portfolios.