Chris’ motivation points to his firm belief in his work’s importance and positive impact that drives his desire to serve and deliver meaningful results for his clients. He loves providing exceptional fiduciary guidance to clients. He focuses on the complex needs of high-net-worth clients, businesses, endowments, and foundations.

Dave’s financial education started with a cautionary experience when he was right out of college. As an engineer for a tech company, he’s had tremendous success developing a phone app and benefitting from a soaring stock price on company stock options. He’d become an overnight millionaire – before losing most of the value when the tech bubble burst. He realized how much better off he would have been with the advice of a financial advisor.