Because Those Who Are Crazy EnoughTo Think They Can Change The WorldAre Often The Ones That Do.
Our firm is led by a dynamic team of visionary partners. As co-founders, our partners play a pivotal role in shaping our mission of long-term sustainable growth and revolutionizing the way advisors guide clients in thinking differently about financial planning. With their wealth of experience and knowledge, our partners provide strategic leadership, innovative thinking, and a deep commitment to empowering advisors to deliver unparalleled value and help clients navigate their financial journeys with a fresh perspective. Explore our website to discover how our partners’ vision translates into transformative strategies that shape a brighter financial future for all.
Partner & Cofounder
Partner
Partner & Cofounder
Partner
Our esteemed C-suite executives at our financial services firm are the driving force behind translating the partners’ visionary goals into reality. These innovative leaders spearhead strategic initiatives, foster a culture of innovation, and ensure the alignment of operations with the partners’ vision. By bringing together their expeience, forward-thinking mindset, and extensive industry knowledge, the C-suite executives play a crucial role in executing transformative strategies, driving growth, and fostering an environment where innovation thrives, ultimately shaping the future of our firm and the financial services industry as a whole.
Chief Recruiting Officer
CRO
Chief Compliance Officer
CCO
Chief Operations Officer
COO
Our accomplished Managing Directors play a pivotal role in nurturing talent and driving success. They provide hands-on training, personalized coaching, mentorship, and professional development opportunities to our team, empowering them to excel in their roles. With their guidance and experience, Managing Directors cultivate a culture of continuous learning, ensuring that our advisors are equipped with the knowledge and skills necessary to deliver exceptional service to our clients. Their dedication to individual growth and development is instrumental in shaping a team of high-performing professionals who are poised for long-term success in the dynamic financial industry.
Managing Director
Managing Director
Managing Director
Principal Director
