Our most important asset is our people. Because we all have different backgrounds but work as a team, this makes us better advisors.
Todd, is our co-founder and Senior Financial Advisor Geoff is a CPA and Senior Financial Adviser, while Diana, was a lawyer and now Senior Financial Planner. This means we have unique skill sets and knowledge, enabling us to deliver more rounded advice.
All of our support staff are highly experienced in the Financial Services Industry, and we have several of them. The typical set up in financial planning businesses seems to be one support staff per two financial advisors. However, we have three support staff per advisor – this means our advisors have more time for you.
When you come in to see us, you won’t be met with a cold, corporate office, our space and team have a warm, family feel. You’ll come to know every one of our staff by name, and they’ll know you – this makes the process more personal.