Your Financial Coaches

When visitors walk into our offices, they are often surprised at the open structure. Financial advisors sit at their desks in a common area along with the rest of the staff. As we’ve grown, we’ve taken our style from our roots: Don and George sharing one office, working side by side. We find we do better work for our clients when we aren’t sequestered in offices, but rather functioning together as a team. And while we embrace transparency and a collegial, team approach, we value our clients’ personal information and treat it with the utmost confidentiality.