Meet our team
of certified experts
Each one of our advisors are experts in specific practices.
Find an advisor that's right for you today and then click to learn more about them.
A successful wealth management strategy needs a strong foundation of communication.
Our Client Access Portal serves as a one-stop global view of your entire financial picture—from accounts we manage to accounts held at other institutions.
View bank balances; outside retirement or investment accounts; and private equity and personal assets.Your portal also functions as a library to store financial plans and client reports giving you an on-demand snap shot of where you are and where you are heading at any time.
Your wealth plan requires thoughtful execution
Plan ahead. Protect your wealth. Provide for your future. Peace of mind.
- Strategies for net-worth growth and protection
- Comprehensive wealth planning
- A disciplined approach to execute the strategies
- Reviews to manage tax liabilities over your investments
- Tools to understand the most complex financial matters
- Consolidation of reporting and record keeping
Ashleigh Lang-Petersen | Wealth Management Assistant | Email
Kimberly Filkins | Accountant | firstname.lastname@example.org
Alfred Canteruccio | CPA | email@example.com
Teresa Raines | CPA | firstname.lastname@example.org
Judy Washburn | Accountant | email@example.com
Kem Haselden | Accountant | firstname.lastname@example.org
Barbara Smith | Accountant | email@example.com
Heather Colburn | Accountant | firstname.lastname@example.org
Betsy Epps | Office Manager | email@example.com
Iris Edwards | Accountant | firstname.lastname@example.org