Attorneys, accountants, and financial planners can work together for the common goal of building, creating, and maintaining your wealth. Our firm utilizes collaborative technology to bring your advisors together. Your estate, tax situation, business status, and retirement plan when brought together can create a financial plan that will give you a roadmap to your future goals.
5 Star Wealth Planners
We create strategies that are tailored to your needs and goals after listening to you and your team of advisors
As a board CERTIFIED FINANCIAL PLANNER™ professional, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement...
Client Service Associate
Deanna has a bachelor's degree from Central Michigan University and brings years of business experience with her as well as prior experience in assisting with our client meetings and reports. Deanna is responsible for the client...
Chief Marketing Manager
Mary Jane (MJ), assists Joe's team with Financial Education Seminars, Webinars, social media content, our website, as well as compliance responsibilities. MJ has a bachelor’s degree from the University of South Carolina Darla...
Jessica recently joined us and has 13 years of experience in the financial services industry. Jessica has a bachelor’s degree from the Western Carolina University. Jessica will be answering the phone, assisting with the opening...