Team
Values matter to Scott. He knows that this is ultimately what makes every family or person unique.
Melissa lives by the motto “The Devil Is In The Details” and makes sure that everything that needs to happen actually happens. She knows that winning your trust is what financial advising is all about and she believes an...
Will is in a hybrid role that supports the internal and external structure of our team. Responsibilities for Will include assisting in research and client presentation development, servicing client needs and requirements, and following...
Erin spends her time considering our client families’ everyday needs and meeting them. From scheduling your appointment to managing your paperwork to taking your RSVP for our special events, Erin serves as a resource to ensure...