A Total Team for all of your life

Just as there are many roles you may play in your life – parent or grandparent, spouse or partner, board member or volunteer – there are many roles we fill in yours: financial planner, investment advisor and personal confidant. What that truly means is that we serve the many aspects of not only your financial life, but also your life in general, with all its aspirations and challenges, complexities and joy.

One thing you’ll notice immediately when you begin working with us is that both advisors, CJ and Matt, will meet with you together, so you can benefit from both perspectives and their more than 30 years of combined financial planning experience. You’ll also find that our service associates are empowered to take a leadership role in serving you and build their own rapport with you.

It’s a total team approach that means that you can feel comfortable calling or coming by, knowing that each of us can help answer your questions with knowledge of who you are and what you want to accomplish.