Our financial advice team

Our team brings together advisors, planning specialists and operations professionals. We see our work as a calling beyond a regular job or business.

Our non-negotiables are unwavering integrity, strong work ethic, and absolute fiduciary commitment to clients. We believe in building relationships based on trust, transparency, and mutual respect.

These fundamental beliefs, along with our core values, guide everything we do:

• Connecting to Higher Purpose: Aiming to be part of something bigger than ourselves, creating a positive impact in our clients' lives
• Leading in Our Chosen Specialties: Pursuing ongoing learning to be the best at what we do, continuously developing our knowledge
• Always Delivering Value: Working hard to give you results that truly matter, focusing on practical strategies for your goals
• Embracing Wholeness of People: Balancing logic and emotions, technical knowledge and human understanding

We work best with clients who are:
A - Action-Oriented: Take action quickly on their money goals, ready to implement strategic decisions
B - Behaviorally Aligned: Make choices that match what they believe in, staying true to principles
C - Coachable: Open to learning and taking advice, valuing professional guidance
D - Decisive: Make clear and prompt decisions about money; understanding time is valuable
E - Emotionally Competent: Handle wealth decisions with self-awareness, maintaining perspective through market cycles