Our team consists of investment professionals and CPAs with over 60 years of combined experience helping clients in the areas of investment strategy and asset allocation, tax planning and preparation, and estate and financial planning.

Michael Spector CEO, Senior Wealth Advisor	James Knight COO, Senior Wealth Advisor	Henry Pilger Chairman, Senior Wealth Advisor
Brian Frazier CIO, Senior Wealth Advisor	Bob Adams Senior Wealth Advisor	Jayne Smith Senior Wealth Advisor
Joe Delaney Wealth Advisor	Eric Swensen Wealth Advisor	Aaron White Wealth Advisor