4000 Legato Road,
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:
We specialize in creating an approach that is designed to address your individual situation.
Wealth Planning Advisor
With the heart of a teacher and the passion of an experienced financial advisor, Gina’s purpose in life is to help clients turn their dream of lifetime financial confidence into reality.
Client Relationship Manager
In her role, Amy ensures clients’ needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers...
Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
Case Design Specialist
Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...