When choosing financial advisors, finding the right fit is essential to your financial well-being. When seeking a trusted team to serve you and your family, there are numerous characteristics to consider. Here are the things that make us different – and stand out. We believe it all contributes to an uncommon level of excellence.
Our highly experienced team shares their considerable knowledge of investment management and financial planning to serve you. Tonya Rasmussen, a Chartered Financial Analyst, provides her expertise in financial planning. Sam Gross, a Certified Financial Planner™ practitioner, focuses on fundamental analysis and research, and alternative investments. He works together with Joe Brady to customize your investment portfolio. Joe, who has his MBA, focuses on technical analysis and fixed income investments. Our team works well together and brings different strengths to serve our clients.
At our practice, everything revolves around the financial plan. The total financial planning experience we deliver is distinctive because of our advanced industry knowledge and expertise, precision and discipline in handling all financial matters, and our ability to personally tailor our financial plan and investment strategy to you, your life and your goals.
Many of our clients are multigenerational families. The customized and comprehensive financial plans we create serve as the foundation for the goals they have, not only for the parents but for their children as well.
Our team itself is made up of different generations as well, a beneficial attribute since they are in different life stages like their clients, and have the ability to look at things from different perspectives.
Our team prides itself on being transparent with our clients. Instead of a hypothetical estimate of charges a client may face – we can determine exactly where a client may fall in the spectrum and clearly spell out our fees. We also have a transparent asset allocation process so our clients can know exactly where their money is being invested.
All financial work gets done in a timely manner, and every member of our team follows through on their promises quickly and efficiently. Clients can always reach anyone on our team – whether at the office, on their cellphone, or via email during the week and on weekends. If one of our advisors is out of the office, the other two are there and fully up to speed if a client calls with any needs, requests or questions.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.