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
Executive
Leadership
Team Members
We help you stay two steps ahead.
Education Funding Beyond the 529
A 529 plan is great, but for families with significant wealth and multiple kids or grandkids, it's not the whole strategy. Here are four powerful tools, from direct tuition payments to dynasty trusts, that work above and around it.
Back-to-School Checklist: Don’t Forget the Estate Planning Essentials
Sending a kid to college? Before you focus solely on dorm supplies, consider two often-overlooked documents: a Medical and Financial Power of Attorney. Once your child turns 18, these simple forms ensure you can still help when it truly matters.
Navigating the Current Workforce: How to Help Your Recent College Grads
The current job market is causing significant stress for young adults and recent grads alike. We will be joined by recruiter Katie Simon to discuss how to stand out as an applicant and build a career from the ground up.