Our Team

Great client service starts with great people, which is why we hire the best and brightest team members with a wide range of skills and backgrounds.  Browse through our bios and you will see the extensive background and education that are true hallmarks of an experienced management team.  Many of our investment professionals have over 20 years of experience with the education – and battle scars – to go with it.

You will also see degrees, designations, and certifications that are marks of excellence in the planning and investments world: from Accredited Investment Fiduciary Analysts to Certified Financial Planners; from certificates in financial planning to master’s of science degrees in finance; and from real life training acquired on Wall Street and Main Street – and everywhere in between.  And you will see an experienced operations team which ensures that our clients receive the care they expect and deserve.

Most importantly, you will see a common belief in service to the community, which is reflected in a wide range of civic activities and philanthropic board positions. Although your client service team may only involve a few people you see here, everyone listed is ultimately part of your team.

Click on any team member below to learn more.


Click on the icon below to Contact Us and see how we can help you Invest Smarter.

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