Your Team
My role is to answer your questions and resolve any client service issues you may have. I am the best person for you to contact when you want to schedule an appointment with your advisor or have a client service need.
My role is to lead the overall management and operational efficiency of the firm, including oversight of day-to-day operations, staff management and technology solutions.
My role is to strengthen current client relationships while serving as one of the first points of contact for both existing and prospective clients. You may work with me in tandem with one of our senior financial advisors.
My role is to deepen relationships with our existing clients as well as attract new prospective clients to the firm. I may also act as your primary advisor.
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 and how we work with our clients.
My role is to take the lead in the creation and maintenance of your financial plan. I encourage you to contact me to discuss any upcoming or recent changes in your life.
My role is to take the lead on investment management. I chair our Investment Committee, where we research and select investments on your behalf.
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 with our Advisor Team to create the best solution for your situation.