Our Advisors help clients make thoughtful and informed decisions about all aspects of their finances. Advisors integrate sophisticated investment strategies with intelligent tax and estate planning to assess clients' long-term financial paths and manage their portfolios.
"Knowing that I’m making a difference in people’s lives. It’s a meaningful and purposeful profession."more >
Bill Bockwoldt, MBA, CFP®
"I think there is a lot of pressure from society and the media that you need to be very active with your finances - making new decisions, charting new courses - and I think a lot of that works against us."more >
Justin DeTray, CFP®
"When a prospective client comes in, I want to understand their situation. If they have questions that I haven’t seen before, I want to answer them because it helps them and it helps me learn too."more >
"A good advisor helps you crystalize what matters most in life, creates plans that take into account your priorities and moon shot goals, and serves as an outside partner who helps you cut through the noise."more >
Zach Mangels, MSFP, CFP®
"I enjoy helping clients understand their finances. The best client meetings I have are when I explain something and the client says, ‘Ah, now I get it!'"more >
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
"Helping clients plan for and accomplish their life goals is something I love to do."
Tim Talbott, MA, RP®
"It is invigorating to play a role in bringing clarity and calmness to what can at times be confusing and stressful situations for our clients. "more >
Sarah Wotherspoon, MS, CFP®, CDFA®
"Helping clients make sound financial decisions, based on both the analytics and what's most important to them, is my passion."more >