Our Qualifications

Our team collectively has over 175 years of experience in the financial services industry. We use our extensive personal and professional experience in all areas of investment planning and management to help you pursue your goals. We hold multiple professional designations and are registered to provide a variety of financial products and services. We look forward to speaking with you.

2024 Forbes Best-in-State Wealth Management Teams*
2023 Forbes Best-in-State Wealth Management Teams*
*The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.