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Our Team


We combine the team approach with knowledge and experience to help facilitate the process of business succession planning. This can include the buying and selling of businesses, tax-leveraged ESOP’s and family generational planning. These options can result in transferring of wealth from the business to the individual with tax efficiencies both in retirement and estate planning.

Given the complexities of both the business and financial marketplace, taking organized steps toward financial freedom is critical when bringing together your team of professionals.

Executive VP of Sales and Marketing

Director of Business Development

Executive Director of Administration
and Finance

Vice President of Capital Funding