- Our advisors are highly credentialed professionals with years of formal training and decades of proven experience.
- Each client service advisor provides exceptional service and maintains a select number of clients.
- Our advisors have obtained one or more designations in their respective fields of study including: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Certified Investment Management Analyst (CIMA).
- Each client has a dedicated team of two advisors responsible for the relationship. The team is further supported by the Chief Operating Officer, client service administrator, and other client service representatives in the office.