Maximize life's potential

Meet Your Team

Our Mission is to provide a balanced and purposeful perspective to wealth management. We unemotionally guide with honed expertise, responsible stewardship, and steady refinement throughout your lifetime and across generations.

Partner, Director of Financial Planning

Partner, Director of Portfolio Strategy

Director of Estate Planning & Tax


Client Services Associate

Client Services Associate

Director of Communications

Chief Compliance Officer / Director of Operations

Administrative Assistant

IT Specialist

Executive Assistant

Join Our Team

We continually seek high-quality people who believe in our client-focused process.

If you are interested in becoming a part of our team, please do not hesitate to reach out to us at and include an updated resume and brief cover letter with an explanation as to how you would be a great fit.