Sr. Managing Partner
He has over two decades of experience working in the financial industry. He is focused on working toward improving client outcomes through enriching client education and understanding client expectations.
Chief Operating Officer/Managing Partner
She has been in the financial industry for seven years where she started out in a large brokerage firm. She is studying finance
"A wise man has money in his head but never in his heart" - Jonathan Swift - This is a great way to describe the way I help clients prioritize what's important to them and how to use the resources they have to live to the fullest and...