Counsel from Seasoned Professionals Who Know You Well

Our experienced and credentialed leadership team includes CPAs, attorneys, bankers, CFPs and CFAs in addition to staff members with other advanced degrees and designations. With a carefully maintained client-to-adviser ratio, you are served for the long term by professionals who know your situation well.

Client Services

Chief Executive Officer
Managing Director & Chief Investment Officer
Managing Director
Managing Director
Managing Director
Managing Director
Director of Financial Planning
Senior Consultant
Financial Planning Analyst
Financial Planning Associate
Consultant
Consultant
Consultant
Associate Consultant
Associate Consultant
Associate Consultant

Firm Operations

Director of Investment Research
Business Development Coach
Director of Communications
Director of Client Reporting & Operations
Director of Finance and Administration
Manager of Investment Operations & Compliance
Director of Client Operations
Client Operations Analyst
Investment Communications Analyst
Client Operations Team Leader
Research Associate
Associate Marketing Manager
Performance Analyst
Senior Accountant
Marketing & Sales Assistant
Research Analyst
Client Operations Associate
Senior Performance Analyst
Project Manager
Research Analyst
Senior Client Operations Analyst
Senior Performance Analyst and Team Leader
Client Operations Analyst
Business Development Assistant
Senior Research Analyst
Office Manager
Client Operations Analyst
Office Assistant