Majdah works closely with clients who have over $1 million in assets, including those navigating retirement, sudden wealth, or complex planning needs. She also partners with trusted professionals like attorneys, CPAs, and trust companies.

Maggie supports our HENRY clients (High Earners, Not Rich Yet), commission-based professionals, and those using our flat-fee planning model. She focuses on plan servicing and ongoing client support.

Petrita helps manage our client relationships. She keeps things running smoothly behind the scenes and ensures both advisors have the high-level support they need to serve you best.

Lisa is your go-to from opening new accounts to managing account updates. She ensures your transition into our firm is seamless and supported every step of the way.