Investors often hear about the importance of asset allocation – diversifying across stocks, bonds, and other asset classes to balance risk and return. However, in an era of rising tax complexities and evolving financial instruments, one concept deserves equal attention:… Read More
Blair blends the talents of the team through a disciplined and sophisticated individualized planning framework. He is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and specializes in asset allocation, estate distribution, insurance, and income modeling and solutions.
Phil has spent a career focusing on wealth transfer, charitable desires, and estate planning needs of numerous families throughout the Midwest. As a former pastor, Phil is uniquely experienced in walking alongside people through he peaks and valleys of life. Phil assist clients in getting connected to the people and resources that enrich their lives.
Russ layers over 24 years of tax expertise on top of a financial advisory career that began in 2005. Russ’s deep practical application of the tax code applies a wide lens across a lifetime of taxation to help clients drive the short term decisions that result in long term impacts. Russ also charts the course of our investment portfolios leveraging internal and external teams of CFPs®, CFAs, traders, and Portfolio Managers.