Overview

We are a Wealth Management firm comprised of a separate CPA firm and RIA. The RIA manages about $160MM and is fee-based.

Our team of highly educated and credentialed experts hold designations of CPA, CFP®, PFS, CDFA, ChFC® and CLU®. In addition, our professionals hold securities licenses of Series 65 and Life and Health Insurance.

Market
CPA
Member Level
Premier
Last Activity
within 2 months
Member Since
April 16, 2019

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