Acumen utilizes the collaborative environment to determine what is in the best interest of our clients. Since our clients have worked diligently their whole lives to build wealth, their trust in Acumen inspires me to help them in making potentially life-changing financial decisions. It is an honor and a privilege to support them in any way I can.

Bryson Glover, Private Client Relationship Manager

For me, coming to work every day is a breath of fresh air. In life we are all searching for fulfillment in some shape or another, and I’m thankful to say I find it in serving our clients. From the relationships I have built with the families we service, to helping individuals plan for retirement, I truly feel I make a positive difference in the lives of so many.

Katie Sanchez, AIF®, Private Client Relationship Manager

My personal mission at Acumen is to help clients to confidently navigate their current and future financial picture. Sometimes, clients can be overwhelmed dealing with their future planning in addition to the stress of everyday life, so my goal is to help alleviate them of this stress.

Jerome You, CTFA, Financial Planner

The core of what we do revolves around helping. Helping each other. Helping our community. Helping our clients achieve their goals. Helping is central to who we are.

Shawna McCoy, Director of Client Services

What continues to drive me to help our clients is seeing the impact we make every day. Whether it is saving them money with tax strategies or being there for them and helping them navigate some of the most difficult moments in their lives, I am fortunate enough to see and feel the ways we help our clients. Nothing is more fulfilling than knowing I am helping someone and making a difference in their life.

Lindsay Nance, Private Client Relationship Manager