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More than money management

You’ve worked hard to build your future, now it’s time to make it unbreakable. Whether you’re ready to retire or just getting started, selling a business, or experiencing a life-changing event, we’re here to help. We’ll work with you to determine, navigate, and achieve your greatest goals. By this point you may already be wondering what makes us qualified to manage your hard-earned assets, and we’re glad you asked. With a combined over 100 years of experience, we’re the team that actually practices what we preach. Each of us has turned our own assets into stories worth sharing. Now we want to help you tell yours.

9 reasons to manage your assets with us

OUR 3-MEETING PROCESS

It takes more than a handshake to make big things happen. We begin every new client conversation with three meetings designed to maximize time to value, cut through ambiguity, and optimize your portfolio. Learn more about how we operate and what you can expect when we first meet.

Just because you can do it on your own, doesn’t mean you need to

With our comprehensive strategies and experienced advisors, you can get back to doing the things everyone else wishes they had time for.

We believe life is better when you’ve planned for it

This shared belief brought us together to forge our independent firm, and for nearly two decades we’ve been helping clients reach, maintain, and even exceed their ultimate financial goals.

Jeff Brown

PRESIDENT, PARTNER

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER, PARTNER

Robert Meyer, CFP® CPWA® CLU®

WEALTH ADVISOR, PARTNER

Patrick Ford, CPWA®

WEALTH ADVISOR, PARTNER

Tyler Morris, CPWA®, CIMA®

WEALTH ADVISOR, PARTNER

Chris Pegg, J.D., LL.M. (Taxation), CFP®

DIRECTOR OF WEALTH PLANNING

Hannah Depew, CFP®

ASSOCIATE WEALTH ADVISOR

Colin Domonoske, CFP®

ASSOCIATE WEALTH ADVISOR

Tyler Sterk, CPA, CFP®

ASSOCIATE WEALTH ADVISOR

Chris Reyes

RESEARCH ANALYST,TRADER

Janeen Kozak, SHRM-CP®

DIRECTOR OF CLIENT EXPERIENCE & HR

Irene Zawasky

CLIENT SERVICES SPECIALIST

Jacob Rees

CLIENT SERVICE SPECIALIST

Jamie George

CLIENT SERVICE SPECIALIST

Emily Saffa

CLIENT SERVICE SPECIALIST

Bob Wolter

STRATEGIC RELATIONSHIP MANAGER

GET TO KNOW US BETTER

Quick Inquiry

Navigating your financial future solo can be daunting. There are countless questions you’ll encounter along the way and we thrive on finding the right answers, specific to your unique circumstances. Curious to hear what we think? Ask us any wealth-related question and we’ll get back to you within 2 business days.

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