We call our exceptional team of specialists and advisors the Roundtable. It’s a diverse team of seasoned financial professionals who are experienced in all aspects of financial planning. All advisors, as well as our specialists, are part of the Roundtable team.
The team meets on a regular basis to review specific client plans, provide insights and discuss recommendations and potential solutions.
These forums enable our advisors and specialists to share best practices and stay on top of industrywide trends, opportunities and challenges that may impact your plan.