COFOUNDER, MANAGING PARTNER
Aligned for Your Success
We’re a group of dedicated professionals passionate about helping clients gain complete confidence in their financial futures. By combining our diverse talents and perspectives, we collaborate to chart the best path toward your ideal life. From thoughtful estate planning to strategic business transitions and comprehensive family office support, we offer the refined solutions of a nationwide firm—delivered with the warmth, care, and personal connection you deserve. Built to serve multigenerational families for decades to come, our team is aligned around one goal: your lasting success.
COFOUNDER, MANAGING PARTNER
FINANCIAL ADVISOR
FINANCIAL ADVISOR
DIRECTOR OF CLIENT SERVICES
CLIENT RELATIONS ASSOCIATE
Elevation Point Team
Through Elevation Point, we have access to experienced professionals that serve as an extension of our team.
DIRECTOR, ADVISOR COACHING AND DEVELOPMENT
VICE PRESIDENT, ADVISOR BRAND AND MARKETING
MANAGING DIRECTOR, PRESIDENT, INVESTMENTS, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER
DIRECTOR, PORTFOLIO MANAGER AND MANAGER DUE DILIGENCE
FOUNDING PARTNER, CHIEF OPERATING OFFICER
MANAGING DIRECTOR, CHIEF ADMINISTRATION OFFICER
DIRECTOR, ADVISOR COMPLIANCE
DIRECTOR, RELATIONSHIP MANAGEMENT
MANAGING DIRECTOR, OPERATIONS
MANAGING PARTNER, MARKETING AND COMMUNICATIONS