Meet the Team

Your success is a team effort.

Your Trusted Advisor

We’ve become a key player and trusted advisor to our clients – in all of their financial issues – not just tax or investments. Our wealth advisors help you define your financial and life goals and build a custom tailored plan that acts
as a roadmap to those goals – making adjustments as life circumstances change over time.

Our Core Values

Innovative. Committed. People Focused.

We’re a team of like-minded and driven individuals – all of whom embody the firm’s core values which guide us in our interactions with each other, our clients and our community.

Our Team

A Community Empowers Us

As a member of the Buckingham Strategic Partners (BSP) network of more than 140 independent wealth management firms we have strengthened our ability to help you make the best decisions by providing you with ideas, insights, and intelligence from industry thought leaders.

Do something wise today.

Schedule a time for a free consultation.