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