President, CEO MS, CFP®, AIF®
Founding Partner MS, CFP®, AIF®, CMFC®, AAMS®
Founding Partner CFP®, AIF®
Managing Senior Partner MS, CFP®, AIF®
Managing Senior Partner CFP®, CMFC®, AIF®
Senior Partner CFP®, AIF®
Chief Investment Officer CFA®, CFP®, CAIA®, AIF®
Chief Operating Officer
Director of Investment Services CFA®, AIF®, CMFC®
Director of Research and Marketing CFA®, CFP®, CAIA®
Director of Relationship Management
VP, Relationship Manager
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>
</p> </div> <button type="button" class="pum-close popmake-close" aria-label="Close"> CLOSE </button> </div> </div> <div id="pum-6164" class="pum pum-overlay pum-theme-3964 pum-theme-default-theme popmake-overlay click_open" data-popmake="{"id":6164,"slug":"curtiss-2","theme_id":3964,"cookies":[],"triggers":[{"type":"click_open","settings":{"extra_selectors":".curtiss-2"}}],"mobile_disabled":null,"tablet_disabled":null,"meta":{"display":{"stackable":false,"overlay_disabled":false,"scrollable_content":false,"disable_reposition":false,"size":"auto","responsive_min_width":"0%","responsive_min_width_unit":false,"responsive_max_width":"100%","responsive_max_width_unit":false,"custom_width":"640px","custom_width_unit":false,"custom_height":"380px","custom_height_unit":false,"custom_height_auto":false,"location":"center top","position_from_trigger":false,"position_top":"200","position_left":"0","position_bottom":"0","position_right":"0","position_fixed":false,"animation_type":"fade","animation_speed":"350","animation_origin":"center top","overlay_zindex":false,"zindex":"1999999999"},"close":{"text":"","button_delay":"0","overlay_click":false,"esc_press":false,"f4_press":false},"click_open":[]}}" role="dialog" aria-modal="false" > <div id="popmake-6164" class="pum-container popmake theme-3964"> <div class="pum-content popmake-content" tabindex="0"> <p><iframe loading="lazy" src="https://player.vimeo.com/video/460236951" width="660" height="380" frameborder="0" allowfullscreen="allowfullscreen"></p> </div> <button type="button" class="pum-close popmake-close" aria-label="Close"> CLOSE </button> </div> </div> <div id="pum-6164" class="pum pum-overlay pum-theme-3964 pum-theme-default-theme popmake-overlay click_open" data-popmake="{"id":6164,"slug":"curtiss-2","theme_id":3964,"cookies":[],"triggers":[{"type":"click_open","settings":{"extra_selectors":".curtiss-2"}}],"mobile_disabled":null,"tablet_disabled":null,"meta":{"display":{"stackable":false,"overlay_disabled":false,"scrollable_content":false,"disable_reposition":false,"size":"auto","responsive_min_width":"0%","responsive_min_width_unit":false,"responsive_max_width":"100%","responsive_max_width_unit":false,"custom_width":"640px","custom_width_unit":false,"custom_height":"380px","custom_height_unit":false,"custom_height_auto":false,"location":"center top","position_from_trigger":false,"position_top":"200","position_left":"0","position_bottom":"0","position_right":"0","position_fixed":false,"animation_type":"fade","animation_speed":"350","animation_origin":"center top","overlay_zindex":false,"zindex":"1999999999"},"close":{"text":"","button_delay":"0","overlay_click":false,"esc_press":false,"f4_press":false},"click_open":[]}}" role="dialog" aria-modal="false" > <div id="popmake-6164" class="pum-container popmake theme-3964"> <div class="pum-content popmake-content" tabindex="0"> <p><iframe src="https://player.vimeo.com/video/460236951" width="660" height="380" frameborder="0" allowfullscreen="allowfullscreen">
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span></p> </div> <button type="button" class="pum-close popmake-close" aria-label="Close"> CLOSE </button> </div> </div> <div id="pum-4463" class="pum pum-overlay pum-theme-3964 pum-theme-default-theme popmake-overlay click_open" data-popmake="{"id":4463,"slug":"keenan-participants-perspective","theme_id":3964,"cookies":[],"triggers":[{"type":"click_open","settings":{"cookie_name":"","extra_selectors":".john-4"}}],"mobile_disabled":null,"tablet_disabled":null,"meta":{"display":{"stackable":false,"overlay_disabled":false,"scrollable_content":false,"disable_reposition":false,"size":"medium","responsive_min_width":"0%","responsive_min_width_unit":false,"responsive_max_width":"100%","responsive_max_width_unit":false,"custom_width":"640px","custom_width_unit":false,"custom_height":"380px","custom_height_unit":false,"custom_height_auto":false,"location":"center top","position_from_trigger":false,"position_top":"100","position_left":"0","position_bottom":"0","position_right":"0","position_fixed":false,"animation_type":"fade","animation_speed":"350","animation_origin":"center top","overlay_zindex":false,"zindex":"1999999999"},"close":{"text":"","button_delay":"0","overlay_click":false,"esc_press":false,"f4_press":false},"click_open":[]}}" role="dialog" aria-modal="false" > <div id="popmake-4463" class="pum-container popmake theme-3964 pum-responsive pum-responsive-medium responsive size-medium"> <div class="pum-content popmake-content" tabindex="0"> <p><iframe loading="lazy" src="https://player.vimeo.com/video/419398086" width="1105" height="622" frameborder="0" allow="autoplay; fullscreen" allowfullscreen><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span></p> </div> <button type="button" class="pum-close popmake-close" aria-label="Close"> CLOSE </button> </div> </div> <div id="pum-4463" class="pum pum-overlay pum-theme-3964 pum-theme-default-theme popmake-overlay click_open" data-popmake="{"id":4463,"slug":"keenan-participants-perspective","theme_id":3964,"cookies":[],"triggers":[{"type":"click_open","settings":{"cookie_name":"","extra_selectors":".john-4"}}],"mobile_disabled":null,"tablet_disabled":null,"meta":{"display":{"stackable":false,"overlay_disabled":false,"scrollable_content":false,"disable_reposition":false,"size":"medium","responsive_min_width":"0%","responsive_min_width_unit":false,"responsive_max_width":"100%","responsive_max_width_unit":false,"custom_width":"640px","custom_width_unit":false,"custom_height":"380px","custom_height_unit":false,"custom_height_auto":false,"location":"center top","position_from_trigger":false,"position_top":"100","position_left":"0","position_bottom":"0","position_right":"0","position_fixed":false,"animation_type":"fade","animation_speed":"350","animation_origin":"center top","overlay_zindex":false,"zindex":"1999999999"},"close":{"text":"","button_delay":"0","overlay_click":false,"esc_press":false,"f4_press":false},"click_open":[]}}" role="dialog" aria-modal="false" > <div id="popmake-4463" class="pum-container popmake theme-3964 pum-responsive pum-responsive-medium responsive size-medium"> <div class="pum-content popmake-content" tabindex="0"> <p><iframe src="https://player.vimeo.com/video/419398086" width="1105" height="622" frameborder="0" allow="autoplay; fullscreen" allowfullscreen>
Your Name (required)
Your Email (required)
Your Phone