Providing exemplary service to our clients is our number one priority. We know how important it is for you to feel comfortable asking questions, understanding your finances and making changes as your life evolves. As a result, we employ a staff of professionals who are committed to serving you.
Rest easy knowing we have you covered but if you ever need us we are here to help.
Chief Operating Officer/Chief Compliance Officer
Chief Operating Officer
Client Service Team
Client Relations Liaison/Corporate Scheduler
Director of Investment Accounts
Client Relationship Director
Financial Service Consultant
Ben Doty, CFA®
Senior Investment Director
Executive Assistant to Managing Partners