Meet Our Team

We have a team of advisors dedicated to our clients. Our Senior Partners average over 20 years of financial planning experience and many have advanced professional designations like CERTIFIED FINANCIAL PLANNERTM (CFP®), CHARTERED LIFE UNDERWRITER (CLU), CHARTERED FINANCIAL CONSULTANT (ChFC) AND CERTIFIED DIVORCE FINANCIAL ANALYST (CDFATM). You have the value of working with a team so that we learn what is most important to you and create solutions for your financial future. We always put the client’s interest above our own. We have the educational training, experience, caring and vision that give us the objectivity and knowledge to get results for you. We have relationships with other professionals to help work together to meet all your financial needs.