Clients and friends,

We are excited to launch a dedicated blog section on our website. Going forward, we plan to communicate current and relevant information to our readers, including both financial and lifestyle content. Our goal is simple. We are hoping to inform our readers on topics we view as important, while explaining those subjects clearly and concisely. Our posts will fluctuate in breadth and depth depending on what topic we are addressing.

Our team strives to help current clients understand the thought process on why certain decisions are made and are fully transparent to ensure all parties are on the same page. This blog will be a reflection of our focus on client education and transparency.

If there is a topic you would like us to address, please feel free to email us

If you find our blog useful, please share, and

If you have further questions or comments, contact us

—Ian, Dustin, and Christine