An Holistic Approach to Wealth Management

Tom brings decades of experience to the team as a planner, technology entrepreneur and corporate executive. He enjoys making a meaningful difference in the lives of his clients and, over the past two decades, has worked with more than...

A talented and instrumental member of the team since 2014, Mike has extensive training and experience with financial modeling tools and is actively involved in the construction and monitoring of our clients’ insurance and...

As Client Service Manager, Jordan handles escalated client service and custodian related issues, provides support to the wealth managers, serves as a point of contact for clients, and is responsible for account administration. Jordan...