Our Team
Educated & Experienced Teams (our average experience is over 20 years)
- 2 CFP® Professionals, 1 CPWA® Professional, 1 MBA
- 100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.
- You will always have a CFP® Professional on your team.
- Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom.
Large Firm Capability with a Personal, Fiduciary Approach
- With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Your financial advice should be customized to your unique situation.
- Our primary custodian is Charles Schwab & Co. - Over $2.46 Trillion in assets under management and 9.3 million accounts. Unmatched customer service.
- Orion Advisor - Cutting edge reporting and client portal, providing more perspective than simple account access. Mobile optimized for iPhone, iPad, Android.
- 55-ip - Sophisticated quantitative capabilities and disruptive tax technology, allowing us to seek reduced risk, taxes, and expenses on your managed portfolios.
- We use a host of additional resources, relationships, and technology to help deliver cutting edge advice to you and your family.
Advisory Team

