We're a tight team of financial service professionals, yes—but we weren't always, and we play lots of other roles too!
In our previous lives, members of our team have at turns worked as interns, receptionists, assistants, portfolio managers... but also waited tables, tended bar, picked weeds, harvested ginseng.
We are parents, partners, dog lovers, cat people, volunteer coaches, amateur gardeners, not-great golfers, and passionate baseball and pickleball players. And we know there’s more to life than finance and more to work than money alone.
We see the big picture—but not at the expense of the smallest details (admittedly, we're pretty particular about those).
Of course, you'll learn a lot more about us as people, not
just advisors. And we can't wait to learn more about you!