Our Team
A History of Building Successful Relationships
The people rooting for you behind the scenes.
Everything we do is grounded in transparency, communication, and mutual respect. Our advisors and industry experts work together in a collaborative partnership that has fueled our growth to more than $11B+* in assets and a national presence, while staying grounded in what matters most: Changing the lives of our clients for the better.
*Data as of 3/31/26
125+
Employees
Over 20 advisory teams with 40+ dedicated support staff
42
Professional Designations & Certifications
Including 21 Certified Financial Planners
40+
States Served Nationwide
Executive
Leadership
Team Members
We help you stay two steps ahead.
Insights
Jul 8, 2026
Q3 2026 Market Perspectives
Confidence in both the economy and the markets continued to build as uncertainty gave way to stronger fundamentals and renewed optimism.
Education
Jul 1, 2026
Dynasty Trust: Building a Legacy That Lasts
Insights
Jun 29, 2026
Your Opportunity Zone Fund is About to Wake Up
If you own an Opportunity Zone Fund from 2018, 2019, or 2020, it's about to require your attention for the first time in years. Here's what's happening before December 31.