What Sets Us Apart
COMBINED YEARS OF EXPERIENCE:
80
Active Clients:
465
(12/31/2020)
TOTAL CLIENT ASSETS:
$499 Million
(12/31/2020)
Degrees & Professional Designations:
CFP®, MBA, AFC®
average assets under management per client:
$1.1 Million
number of CFP's:
7
client retention:
99%
(2020)