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Meet the Roundtable™

We call our exceptional team of specialists and advisors the Roundtable. It's a diverse team of seasoned financial professionals skilled in a range of wealth management disciplines, and we built it so that you get all the specialists you need, all in one place.

When you work with our team, your financial life is examined from every angle:

  • Financial Planning
  • Tax Strategies
  • Retirement Income Planning
  • Investment Management
  • Insurance
  • Estate Planning

Our Team

How the Roundtable Works

The Roundtable facilitates communication between advisors and specialists in three key ways:

  1. Regular Forums
    Roundtable members have weekly conference calls to discuss complex client cases, industrywide trends and market movement.
  2. Specialist Advice
    When an advisor has a specific question, they can simply email or call our specialists to apply best practices to your plan.
  3. Education Days
    Roundtable members regularly meet in person for training sessions and workshops to refine their skills, learn new concepts, and review case studies.

When your needs require specific expertise, our Roundtable team will deliver insightful strategies that integrate with your plan. You'll get the comprehensive advice you need, all through one point of contact: your advisor.

Get your customized retirement plan.

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