Meet The Team
We are a diverse group of professionals deeply committed to achieving a single goal each and every day: delivering exceptional professional financial counsel and administrative support to our clients.
Our financial professionals hold the following advanced industry certifications: Chartered Financial Analyst®, Certified Financial Planner®, Certified Investment Management Analyst®, Accredited Asset Management Specialist®, Chartered Retirement Planning Counselor® and Certified Divorce Financial Analyst®.

Christopher J. Reedy, MBA, CFP®, CIMA®
Principal / Chief Executive Officer / Chief Compliance Officer / Chairman of the Board of Directors / Investment Committee

