Meet the Team
We have a dedicated team of advisors and staff that are 100% committed to achieving your financial goals.
Finding the Balance
Retirement and Quality of Life
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Senior Managing Partners
Senior Managing Partner | Chief Investment Officer | Investment Advisor Representative
Senior Managing Partner | Chief Operations Officer | Investment Advisor Representative
Vice President | Investment Advisor Representative
Director of Client Services
Senior Vice President | Investment Advisor Representative
Client Service Manager
Client Service Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.