Meet Our Team
Dedicated to you, your family, and your future
We’ve intentionally cultivated a boutique, multigenerational practice so we can provide personal service for you and your family for years to come. We work as a team, leveraging each other’s skills and expertise to provide the highest level of support for your wealth management experience. Simply put, we are here for you—whenever, whatever, and however you need.
Our Designations
Certified Plan Fiduciary Advisor™ (CPFA™)
This credential signifies a comprehensive understanding of retirement plan management and fiduciary responsibilities. Designees are exceptionally qualified to assist retirement plan sponsors and participants. With this designation, you can be confident in our ability to navigate the complexities of retirement plans, ensure compliance with stringent fiduciary standards, and optimize plan outcomes. This expertise translates to enhanced financial security and peace of mind for your organization and its employees.
Chartered Retirement Plans Specialist™ (CRPS™)
This credential signifies an in-depth knowledge of designing, implementing, and maintaining retirement plans for businesses. Designees are highly skilled in creating customized retirement solutions that meet the specific needs of employers and their employees. With this designation, we help business owners develop effective retirement plan strategies, ensure compliance with regulatory requirements, and enhance plan performance.
Certified Investment management analyst® (CIMA®)
Certified Investment Management Analysts® possess rigorous analytical skills and deep understanding of the financial markets. Holding the CIMA® designation exemplifies our advisors’ advanced proficiency in investment management and portfolio construction. We excel in crafting customized investment strategies, optimizing portfolio performance, and managing risks, providing you with a higher level of confidence in your financial future.
Chartered Retirement Planning Counselor™ (CRPC™)
Our CRPC®-certified advisors bring specialized expertise in retirement planning, backed by a thorough understanding of retirement income strategies and asset management. This prestigious designation signifies our commitment to helping clients navigate the intricacies of retirement planning. With a focus on personalized strategies and effective income distribution, our CRPC® advisors provide continuous support, ensuring you have confidence and peace of mind as you transition into and enjoy your retirement years.
Philanthropy
We believe in serving others not just through our work, but in the community at large. It’s important to us to give to others in need, and we are proud to donate to various homeless organizations, justice centers, and the disabilities community. We are especially passionate about serving Paths for Families (formerly Adoptions Together), to which we often lend our time, expertise, and resources.
Strategic Partnership
In our mission to provide highly personalized, comprehensive wealth management, we’ve strategically aligned our practice with Charles Schwab. As a trusted custodian with more than 30 years of experience serving independent financial firms, Schwab offers valuable resources that support us in providing a boutique planning experience.