Our team has over 80 years of combined wealth management experience. The diverse nature of professional backgrounds and experiences lends itself to deep and tested insight.
In addition to the Investment Advisor Representative (IAR) designations of our advisors, our staff also consists of two CERTIFIED FINANCIAL PLANNERS™, a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®), a Registered Nurse (R.N.), and two attorneys.
Our President is a member of The National Association for Personal Financial Advisors (NAPFA), the nation’s leading organization for fee-only, independent, comprehensive asset management and financial planning experts.