Go to Team:
Our operations team members work side-by-side with each of our financial planning teams to help keep us running efficiently. Day by day, they work behind the scenes to help us make the best use of our time and resources. We want to be the best financial advisors we can be, and our operations team helps us achieve that goal.
Learn more about each of the dedicated members of the Operations Team.
When you work in such a complex industry, it’s important to cross every t and dot every i. Our compliance team makes sure our policies and procedures are up to date, and we’re familiar with all regulations and requirements that govern the work we do.
Learn more about each of the dedicated members of the Compliance Team.
Business Development Team
Growing our business is at the heart of what we do. Since 2002, our firm has tripled the amount of assets we manage. As we continue to serve more clients, we’re able to build a firm known for providing the very best in financial planning. Each member has a specialty they use to continue the growth of our business and keep our firm on course.
Our business development team works to plan and strategize the growth and maintenance of our entire firm. They work tirelessly to create an environment that encourages and sustains the success of each advising team.
Learn more about each of the dedicated members of the Business Development Team.
Keeping all the numbers in line is one of the most important aspects of high-level financial planning. We couldn’t do what we do without our valuable, incisive, and detail-oriented accounting department.
We depend on them to monitor and track every single business transaction we undertake. Their eagle eyes analyze every exchange and note any irregularities or unusual activity. They bring every observation to the attention of our leadership team, and make suggestions to increase efficiency, efficacy, and best results.
Learn more about each of the dedicated members of the Accounting Team.
Advisor Development Team
We believe helping our team members with personal and professional development is a form of stewardship. Our firm is only as good as its advisors, so we contribute considerable time and resources to helping our advisors grow. We encourage our advisors pursue multiple licenses and certifications to better serve the needs of all our clients.
Since people are our most valuable resource, it’s important to invest in their education. Our advisor development team makes sure each advisor is well-equipped to grow and sustain their business.
Learn more about each of the dedicated members of the Advisor Development Team.