As the compliance officer, I want to ensure we are transparent to help our clients understand what we are doing and why we are doing it. Helping to provide clarity gives me great satisfaction.

Amy Stone, IACCP®, Chief Operations and Compliance Officer, Partner

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

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