We are fully aware of our responsibilities as a fiduciary, resolutely independent, and privileged to serve at the pleasure of our clients.
Then intention of our team is to build enduring wealth for our clients holding true to our values - sagacious, attentive, fun, and ethical.
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...
Chief Investment Officer
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...
Client Service Manager
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...