Our team serves pharmacists across the country to help them live a rich life today and tomorrow. We have 3 CERTIFIED FINANCIAL PLANNERS™ and an in-house tax team (including a CPA and IRS Enrolled Agent) that are ready to bring structure to your financial life, anticipate transitions so you are financially prepared, provide accountability that allows you to follow through on financial commitments, and so much more.
Co-Founder & COO
Director of Financial Planning & Lead Financial Planner
Financial Planner & Portfolio Manager
Financial Planner & Tax Advisor
Director of Tax
Client Service Associate & Executive Assistant
Client Service Associate
