What We Bring to the Table
We are a 2026 Forbes | SHOOK Research Best-In-State Wealth Management Team (published 1/7/26, based on data as of 3/31/25) with three CERTIFIED FINANCIAL PLANNER™ Professionals who have authored and presented thousands of financial plans during their collective 40+ years of financial planning industry experience.
Our group also has a Chartered Financial Analyst® Charterholder who maintains all the fiduciary requirements put forth by the CFA Institute to specialize in advanced investment management.
Both of our group assistants are fully licensed, Registered General Securities Representatives, with experience supporting client and group needs in all facets of our industry.