Our Team

Our team shares a passion for helping clients achieve their financial goals.  We use a passive investment strategy to deliver the returns of the capital markets, but we take an active approach to adding value through tax loss harvesting, rebalancing and other wealth management strategies.  Our strategic partners at Dimensional Fund Advisors and Cassady Schiller & Associates allow us to focus our energy on our highest priority - our clients.

For more detail, click on our individual bios.

Managing Director & Owner

Senior Advisor

Client Service Administrator