With advisors able to perform some of the most complex, in-depth analyses found anywhere, we believe we have structured the most forward thinking company in retirement planning.  We even developed our own solution specifically to monitor distribution planning for our clients. However, any firm must commit to ongoing self-examination and change. That means an investment in people, technology, and training, with a strong emphasis on attaining advanced degrees and certifications. We learn from the continually increasing data at our disposal, refine our thinking, apply academic rigor, and always stick to the mathematics underlying it all. In this way, the methods we develop are time-tested, common sense solutions.

We take pride in the fact that we have client relationships well into their third decade.

phone contact
Talk to us today and see first-hand the difference quality service can make.

Carrie Awad, MBA, PHR

Athena Chang, CFP®

Briana Corbin

Rob Cordeau, CFP®, RICP®, ChFC®

Stephen Dozer, MBA

Jason Dye, CFP®, QKA

Bob French, CFA

Paula Friedman, MBA, CFP®, AIF®, CPFA

Alex Greenspan

Lauren Squeglia, PPC®

Laurel Haynes

Alana Light, CFP®, RICP®

Christian Litscher, CFP®, CFA

Lorraine Malo

Kyle Meyer, CFP®, RICP®

Alex Murguia, Ph.D

Wade Pfau, Ph.D., CFA, RICP®

Catrina Rastonis, CFP® RICP®

Jason Rizkallah, CFP®, RICP®

Safalta Sherpa

Teshika Stewart

Dean Umemoto, CFP®, ChFC®

Mark Witaschek

Jessica Wunder, CFP®, CRPC®, RICP®