Overview

Our business consists of myself and two other advisors who combined have over 35 years of experience in the industry. I am a CPA as well as an advisor although I do not practice tax preparation. Of the other two advisors, one is a CFP and the other has a specialization in charitable giving. We work as a team for our higher net worth clients in order to give them the service that a private client group would while being able to give them the personal attention and care that their scenario may need. We also each have our own client list whom we service while still working together to give those clients the solutions they need. In total we have ~$215MM under management with plans to continue expanding. We are hoping to accomplish this expansion partially through this site through business acquisition.

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