Broker Check

The SecondHalf Coach
Wealth Management Team

"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishment toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”
~Andrew Carnegie, American Business and Philanthropic Legend

When you look at our team, you see a unified heart, sense of purpose and a relentless will to succeed together. Individually talented and collectively impressive, this team is not satisfied with mere competence but rather the consistent pursuance of excellence. Having a collection of people who respect each other professionally and value one another personally has led to our work family embodying a bond empowered by a team-oriented spirit adherent to our core values and fueling our mission to serve others and make a difference.

Our Managing Partners

“I am a member of a team and I rely on the team, I defer to it and I sacrifice for it, because the team, not the individual, is the ultimate champion.”
~ Mia Hamm, Women’s Soccer Multi-Time Champion & Icon

Our Leadership Team structure consists of three individuals fiercely loyal to each other and who recognize that together they embody different interests, talents, experiences and skill sets that form an impressive leadership presence. Having a leadership team, rather than a single individual, assures further prudence, outside the box thinking, consideration of various perspectives and most notably business succession/continuation planning. Continuation planning is something other financial firms and professionals of other fields often fail to deliver to their loyal clients. We not only plan for our client’s well-being but are committed to assuring that the relationships our clients have come to value will always be there for them as well as future generations. 

Wealth Management Team

“The strength of the team is each individual member. The strength of each individual is the team.”
~ Phil Jackson, 11-Time NBA Champion Coach

There can be immense power and productivity when dedicated individuals of similar interests and objectives, yet balanced with variation in life experience, talents and education unite together championing a single mission. Investing, like life, deserves a winning strategy and progress towards victory is only achieved when those overseeing the strategy can adapt to the changing circumstances of time, place and person. United in purpose, to deliver our clients their very own Wealth Management Team rather than a single advisor, these individuals form a presence in our clients’ lives not indicative of one person’s thoughts, ideas or recommendations but rather those of an ensemble of wisdom, character and time. They are collaboratively dedicated to the creation and evaluation of our portfolios while also being able to consider tax management and estate planning implications. The strength of this team is not only apparent in assuring the consideration of multiple ideas, thoughts and strategies but in its existence the level of comfort it portrays not only in the tasks of today but the continuation of this experience beyond any one individual and into tomorrow and beyond.

Client Relations & Experience Team

“Trust is the glue of life. It's the most essential ingredient in effective communication. It's the foundational principle that holds all relationships." 
~ Steven Covey

We are proud to employ four profoundly talented and experienced individuals to serve as our support team, assuring ongoing and streamlined client communications and a positive experience with each visit or contact, adhering to our customer service P.E.A.C.E of Mind Pledge. 

Aiding our management team in our community initiatives, we are empowered by purpose and cause, committed to assuring we are present and involved in philanthropic endeavors that educate and enrich our neighborhoods. 

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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