Our Team

Our team recognizes that client’s estates are not numbers on a balance sheet, but representations of their values, purpose, and hard work. We take very seriously the trust placed in us to coach and support our clients to achieve peace.

Our team’s core values are integrity, professionalism, warmth, education, and community. These values are the heart of our team culture, and we want each individual who crosses our threshold, literally and figuratively, to recognize these values in all interactions with our team.

We want every client who leaves our office to have peace of mind and peace in their heart, with the weight of confusion and anxiety lifted from their shoulders. This is not just a job for us, it is more than a career, it is our passion and our purpose.