Our People

  • Fifteen full-time experienced staff members with extensive knowledge and experience in financial planning, investment management, trust law and administration, tax strategy, and accounting.
  • Members of our staff hold numerous certifications, including:  Certified Financial Planner (CFP®), Accredited Fiduciary Investment Manager (AFIM™), Certified Trust and Financial Advisor (CTFA), Certified Public Accountant (CPA - inactive), and Attorney.