Over the course of more than two decades in the financial services industry, Eric held senior management positions with multiple institutional asset managers. Eric believes the skills those jobs required (and the experiences they provided) make him perfectly suited for his current role as Senior Vice President, Financial Advisor & Managing Director. 

Chris has more than 30 years of experience in the financial services industry in the areas of accounting and financial planning. He is well-versed in the financial challenges faced by most individuals. Chris has also authored articles on financial planning, divorce and the financial markets. In addition, for those going through divorce, has appeared as a subject matter expert on a number of media outlets, as well as presented on the subject.

Keith has been in the financial industry since 2005. He provides comprehensive financial planning to his clients, as well as asset management, investment analysis, education planning, and social security planning services. Keith also provides fiduciary advisory services to qualified retirement plans, helping ensure they are audit-ready. He also holds educational meetings for plan participants and helps them become retirement-ready.