A COLLABORATIVE TEAM to count on
It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and each other, which is why drawing on each other’s expertise and insight is very important to our team.
Together, we enjoy guiding our clients – our friends – through the ins-and-outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.
Chief Business Development Officer, LWP Registered Principal & Financial Advisor, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.