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.
Every Objection to 529 Plans Is Fair. Savvy Investors Fund Them Anyway.
Every common objection to 529 plans holds up under scrutiny: the lock-up, the mediocre investments, the uncertain payoff. Here's why savvy investors fund them anyway, and how new rules like Roth rollovers make the trade-off worth it.
Iran, AI, and the Fed: What's Really Driving Markets Now
What do a war in the Middle East, a semiconductor boom, and a more tight-lipped Federal Reserve have in common? Together, they're the three forces behind nearly every bout of market volatility we've seen this year.
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.