Meet the Team

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We are experienced and committed

The individuals on our team offer a broad range of subject matter experience, including financial and tax planning, asset allocation and portfolio management, trust and estate planning, and concentrated stock and liability management. Our partners have earned both the Certified Financial Planner designation, as well as the Certified Investment Management Analyst designation. We apply our knowledge, resources, integrity, and commitment daily.

Managing Director, Partner

Managing Director, Partner

Senior Associate, Wealth Strategy

Client Service Associate

Client Service Associate

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