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 $12B* 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 9/1/26
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We help you stay two steps ahead.
QSBS: The Startup Stock Tax Rule Founders, Employees, and Investors Shouldn’t Overlook.
Own startup stock, or advise someone who does? A federal tax rule called QSBS may exclude up to $15 million of your gain, but only if the shares pass five tests. Learn what to check before a sale.
A Rising Star on the Way Up — A Conversation with Sophia Talwalkar
What does it look like to chase your dreams all the way to Broadway?
Don't Default to Buying the Truck
Before buying a truck for a year-end deduction, consider the pass-through entity tax. Paying state tax through your business can cut federal tax, but results vary widely. Here’s who benefits, who doesn’t, and why to review it in November.