What Sets Us Apart
COMBINED YEARS OF EXPERIENCE:
93
Active Clients:
502
(12/31/2021)
TOTAL CLIENT ASSETS:
$581 Million
(12/31/2021)
Degrees & Professional Designations:
CFP®, MBA, AFC®
average assets under management per client:
$1.1 Million
number of CFP's:
8
client retention:
99%
(2021)