Prior to Chris’ arrival on the team, Tim focused on the self-employed market – doctors, dentists, accountants, engineers, etc. along with retired civil servants who had amassed retirement nest eggs through thrift. When Chris joined with his background in tax and accounting, the team expanded their market to include business owners helping them navigate all the financial decisions leading up to monetization and managing their wealth afterwards.

We work with a limited number of clients to ensure we deliver on helping them achieve their wealth planning goals. Equally important, is matching our approach to wealth management with clients that have a similar philosophy. If a client is looking for a hot stock tip and wants to trade the market, they will be best served by another group.