Our team consists of a near 50/50 split of women and men with a variety of different backgrounds, which is unique for the finance field. We believe that our diverse, equitable and inclusive team allows us to serve our clients with purpose to enhance and enrich their lives.
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From Roth conversions to donor-advised funds, our advisors are dedicated to finding tax opportunities customized for you to lower your lifetime tax rate. A few advisors have a CPA license and an Enrolled Agent accreditation for tax prep and more complex tax analysis.
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All our advisors have CFP licenses along with additional designations in tax, retirement, and college planning. Additionally, advisors complete 2x the CFP requirement in continuing education.
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You’ll have an investment team with over 20 years of experience working with clients through bull and bear markets. When the going gets tough, you can expect to reach your advisor and not a call center.
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Internally developed client website to view your net worth, to-do items, portfolio results, spending, goals, accomplishments, and secure financial document storage.
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We advise and help make decisions on “outside accounts” such as 401ks, HSAs, and 529 accounts into your investment portfolio that are often hard to integrate into one view.
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