Our Team

We’re in this to steward your growth.

Our team pursues excellence in investment and client service; the choices we make and actions we take every day are guided by the values we share as a team.

Choose Continually

We are active and diligent decision-makers. We don’t resign ourselves to prescribed pathways; we regularly test and refine our thinking.

Eyes Up

We are attentive and curious learners. We are always looking for what we can discover and discern in a setting.

Add Value

We work to make things better. We consistently look to contribute in meaningful ways that raise the game for everyone.

Serving is Leading

We are not in this for ourselves. We seek to genuinely understand and meet the interests of others before ourselves.

Seek What's Solid

We value what is true. As people and as investors, we anchor ourselves to what is solid, proven, and fundamental.

Choose Continually

We are active and diligent decision-makers. We don’t resign ourselves to prescribed pathways; we regularly test and refine our thinking.

Eyes Up

We are attentive and curious learners. We are always looking for what we can discover and discern in a setting.

Add Value

We work to make things better. We consistently look to contribute in meaningful ways that raise the game for everyone.

Serving is Leading

We are not in this for ourselves. We seek to genuinely understand and meet the interests of others before ourselves.

Seek What's Solid

We value what is true. As people and as investors, we anchor ourselves to what is solid, proven, and fundamental.

Andrew Turner

CFP®, Principal, Management Team, Relationship Management

Our Commitment

We’re committed to being good stewards of our resources and giving back to the community.

Photo courtesy of TreeHouse