Team
My role is to answer your questions and resolve any client service issues you may have - whether they are about accounts we manage or are general inquiries. I encourage you to contact me first when a situation arises. I commit to...
My role is to assist you with your client service needs. I am the best person to contact to schedule a meeting or teleconference with your financial advisor. I also help Scott with client service projects and daily operations. I joined...
My role is to assist our Financial Planning team in gathering, updating and maintaining your personalized financial data in our GPS (Goal Planning System) platform. I am the best person to contact when you have questions about GPS -...
My role is to assist our Investment Committee as an investment research analyst and execute all trades when client accounts need to be reallocated or rebalanced. I also conduct quality control on our clients' performance statements to...
My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. If you are a prospective client, I will walk you through who we are, how we work with our clients and how we...
My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor. As a client of our firm, you may contact me for updates on your accounts and progress towards your...
My role is to take the lead on investment planning. I chair our Investment Committee, where we research and select investments on your behalf. When there are fluctuations in the market or within our portfolio holdings, our Investment...
My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation. We also take into account your...