22500 NE Marketplace Drive
We are a diverse group of wealth management professionals deeply committed to achieving a single goal each and every day: delivering exceptional private wealth management 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® , Certified Divorce Financial Analyst®, Certificate in Investment Performance Measurement™, and Accredited Investment Fiduciary®.
Principal / Chief Executive Officer / Chairman of the Board of Directors / Investment Committee
Principal/ Chief Investment Officer, Investment Committee
Director of Financial Planning
Principal, Vice President
Chief Operating Officer / Chief Compliance Officer
Financial Operations Associate
Client Services Administrator