Meet the Team
Our team is comprised of four advisors and three staff members. Each client works with one advisor as their primary source of advice, however all of our advisors share the same investment philosophy and can assist clients in the event their primary advisor is not available. Each advisor works with only a select number of clients to maintain our high level of client service.
Our staff takes care of the details so our clients don’t have to. Their experience completing administrative requirements and other logistical issues makes navigating the complicated financial world a breeze. The knowledge of our staff frees up the advisors to focus on planning needs.
The size of our firm and client base provides the coverage and manpower needed to quickly respond to clients while being small enough to maintain a personal relationship with each of our clients.