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.
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 >
Alex Gangl, CFP®, CFA, CPWA®
"It’s important to me that clients feel really good about the value they receive from us."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."more >
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. "
Sarah Wotherspoon, CFP®, CFA, CPWA®
"Helping clients make sound financial decisions, based on both the analytics and what's most important to them, is my passion."more >