Team

Meet your dedicated team of specialists.

Principal, Director of Financial Planning, & Wealth Advisor
Client Service Associate
Chief Compliance Officer
Client Service Associate
Principal & Wealth Advisor
Client Service Analyst
Retirement Plan Advisor
Principal & Co-Founder
Portfolio Associate
Principal & Wealth Advisor
Wealth Analyst
Client Service Associate
Director of Information Technology
Director of Investments & Wealth Advisor
Client Service Associate
Receptionist & Administrative Assistant
Principal & Wealth Advisor
Wealth Advisor
Community Outreach & Development Manager for Personal Bookkeeping Services
Wealth Analyst
Client Service Associate
Director of Personal Bookkeeping Services
Operations Associate
Financial Planner
Manager of Investment Operations
Financial Planner
Principal & Chief Operating Officer
Principal & Co-Founder
Wealth Advisor
Operations Associate
Investment Analyst
Manager of Client Service
Operations Analyst
Wealth Advisor
Wealth Advisor
Financial Planner
Senior Client Service Associate
Marketing & Events Strategist
Manager of Client Operations

Join our growing team of professionals.