Meet Our Newest Team Member!

Meet Our Newest Team Member!

Meet our newest team member! We are excited to introduce you to Hunter Rich, Associate Wealth Planner. Hunter joined our practice in September 2023 and has been busy learning the ropes ever since. Hunter will join Laura, Christian, and me working collaboratively as...
Meet Our Newest Team Member!

Exciting News!

Exciting News! I am pleased to share that Christian recently achieved a remarkable milestone: He passed the CFA exam and is now a CFA charterholder! The CFA designation is the highest standard of professional excellence in the investment management profession and one...

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