We are your partner in every sense of the word. Your success is our success.
Consider everyone on our team of advisors as your partner.
Our financial expertise is the bedrock of our practice and your success. Our team members strive to be experts in their craft, exemplified by our numerous professional designations.
Eight advisors at the firm are CERTIFIED FINANCIAL PLANNER™ professionals.
Five members of our team hold Master’s Degrees.
Four members of our team hold the Chartered Financial Analyst® designation.
Three advisors are Certified Public Accountants (CPAs).
Three of our advisors hold the Chartered Market Technician® (CMT®) designation.
Two advisors are
One advisor holds the Accredited Estate Planner® (AEP®) designation.
One advisor holds the Investment Adviser Certified Compliance Professional® designation.