Lisa Baird, Private Wealth Financial Advisor, Managing Director – Investments
Craig Wall, CPWA®, Private Wealth Financial Advisor, Managing Director – Investments
Melissa Schoen, CFP®, Client Performance Analyst
Rigzin N. Gyapontsang, Senior Registered Client Associate

If we had to choose one core value for our team, it’s unity. Our priority in everything we do, unity not only describes how we do what we do but is the essence of who we are.

We value strong, collaborative relationships with our clients. We believe in staying connected and working together with our clients as they strive to build generational wealth, manage complexities in their finances, and navigate ups and downs in the markets, their jobs and their lives. We take pride in leveraging our knowledge and experience to help our clients get where they can’t on their own. We couldn’t do this without the confidence of our clients, who trust us to understand their unique financial needs and goals, as well as their family dynamics, priorities, challenges and dreams, and empower us to create and manage a financial road map customized just for them.

Our team is defined by our mindset, our vision and our shared values of integrity, responsibility and personalized service. Each of us comes to the table with strengths that are respected and shared among us. We truly work together as a family, celebrating successes, offering support without exception, and going the extra mile for one another as well as our clients.

Finally, we are aligned in our disciplined approach to helping high net worth business owners and executives — and their families — accomplish their life and financial goals. We start with understanding. We integrate our clients’ full balance sheet. And we utilize a structured process merging short-term strategies with a long-term view. Our every effort and every interaction are unified in striving to deliver the outcomes most important to our clients.