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Firm Overview
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Education Planning
Single Stock Diversification Strategies
Investment Management
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Proprietary Management Of Core Assets
Manager Selection
Performance Reporting
Hypothetical Case Studies
Case Study 1 Owner Selling Business
Case Study 2 High Income Professionals Planning for Retirement
Case Study 3 Crafting Corporate Exec’s Financial Strategy
Case Study 4 Client Restructures Finances Following Divorce
Case Study 5 Selling One Business & Starting Another
Institutions
Fixed Income Strategies
Comprehensive Management
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ADV Part 2A
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Team
Matthew Carter
2023-04-20T21:01:43+00:00
Our Valuable Team Members
Matthew Carter, CFA, CFP®
Managing Partner
Bruce Williams, CFA
Partner
Barrett Geist, CFP®
Portfolio Manager
Brian N. Jackson, CFA, CFP®, CTFA
Portfolio Manager
Matthew Kelly, CFA, CFP®, CIMA®
Portfolio Manager
Michael Lossing, CFP®
Portfolio Manager
Laura Jansen, CFP®, CPA, CFT-I™
Senior Wealth Advisor
Rich Antonio, CFA
Senior Associate
John Ellison
Associate
Missy Leonard FPQP®
Associate
Stephen Mandracchia, CFP®
Associate
Andrea Renouard
Associate
Evan Dardanes
Junior Associate
Spencer Heath
Junior Associate
Alek Sokoloski
Junior Associate
Carla Brown
Executive Assistant
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