Our Team

Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have ten Certified Financial Planners (CFP®), seven Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and two Chartered Retirement Plans Specialists (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff.

Click on an employee’s name below to learn more about them.

Executive Team

Research & Portfolio Management

Wealth Managers

Business Operations & Client Service