Our Team

People first. That simple motto works for our community and we reflect that value as a team. We support each other. We cheer for each other. We celebrate success with each other. It’s our people that enrich our company and breathe life into our offerings. Meet a few of them.

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Affiliates

We are proud to unite our efforts in the fiduciary space with like-minded partners. These relationships strengthen our message and broaden our reach, propelling us closer to our mission. Get to know our affiliates and the great work they do. 

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Careers

This is a company like no other. We’re scrappy like a start-up but we’ve been doing our thing since 1999.
The entrepreneurial spirit thrives here. If you’re creative, dedicated and up for a challenge, you’ve got the right stuff to join our tribe.

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Contact

We love to hear from folks! It makes us feel important. Got a question? Need some guidance? We’re here for you. Get in touch with us and we’ll be sure to get you where you need to go. 

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Let’s get to work. Connect