Director of Advanced Planning In my experience, a consultative approach to planning produces the best results. Successful individuals and families are well served by financial advisors with the listening skills and breadth of subject matter experience to help...
Senior Consultant For 20 years, I’ve worked with our clients as if they were family. I aspire to build lasting personal and professional relationships based on trust, integrity, and experience. As a regular marathoner, I find that the discipline necessary to...
Senior Consultant I think I have the best career in the world. It seems hard to believe that I started in this industry over 10 years ago, but when it doesn’t feel like work, the time does seem to fly by you. Before becoming a financial professional, I founded a...
Senior Consultant I’ve always had an appreciation of team sports, mainly basketball and football. It’s remarkable how similar the dynamic of team sports is to comprehensive financial planning. Whether we are drawing up how to defend against a pick-and-roll offense or...
Senior Consultant I believe in personal responsibility. I worked for and retired from Capitol Hill. I have seen how the Federal Government works and doesn’t work. Working for Members in charge of financial services, retirement and health care has exposed me to the...
Senior Consultant For over 25 years I have had the pleasure of working in the Financial Services industry as both a Financial Advisor as well as a manager, overseeing the development and mentoring of new financial professionals. In reflecting over these years,...
Registered Planning Assistant to Mark Swartz With over 20 years of experience in the financial service industry, I have developed a results-oriented, high-energy, hands-on approach to client service. My focus is always on the clients first…their needs and overall...
Planning Coordinator Having worked in an advising role with Equitable Advisors, LLC, I understand how complex the world of finance can be. Our goal is to provide clarity to the financial planning process. My position as a Planning Coordinator at Ascend Planning &...
Client Relations Coordinator Having spent several years as a successful sales professional in the luxury retail market, I have learned the importance of providing exceptional service in building strong, lasting client relationships. With that knowledge, I joined our...
Consultant One of the greatest aspects of this career is that I have the opportunity to learn about people from all walks of life. Each individual has a different vision of what they would like to achieve, both financially and personally. I help them navigate how...
Consultant I grew up playing football, basketball and soccer my entire life which helped me understand what a collective team atmosphere can accomplish. Upon graduating from Virginia Tech with a degree in Finance, I decided to explore an area of finance that allowed...
Director of Asset Allocation Strategies My position provides me the ability to monitor economic and market trends on behalf of our team of financial professionals. I also work closely with team members to assist clients in helping them work toward achieving their...
Planning Assistant to Tom Natoli With over 30 years of experience in Human Resources, Tax and Financial Advisory environments, I have developed a focus on accuracy and completeness in areas where regulations and compliance are of such great importance. My career...
Executive Vice President In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world. This career provided me a platform to be exposed to several different cultures. With this diverse background, I embarked...
Executive Vice President At the core, I’m an analytical person. Data and logic are important to me. I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives. In addition to...
Executive Vice President With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that...
President & CEO With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years. In addition to the needs that successful individuals have, e.g., wealth management, retirement and estate planning...
Consultant One of my favorite past-times is watching motor racing. Although motor racing is entertaining, there is a large amount of risk the driver endures. However, as with many things in life, if you are good at racing, the rewards can be exponential. This...
How Can We Help?
We're ready to speak with you today about your financial future. Let's set up a call today to discuss your path to wealth management.
