Meet Our Professionals

Investment Management

Write to Darin
X
Expertise:
  • Series 7 and 63 security exams
  • Chartered Financial Analyst (CFA®)

Write to Scott
X
Expertise:
  • Certified Public Accountant
  • Personal Financial Specialist
  • High-net worth individuals
  • Investment management
  • Financial planning
  • Fiduciary responsibility
  • Corporate plan design and administration

Write to Matt
X
Expertise:
  • High-net worth individuals
  • Corporate retirement plans

Write to Carl
X
Expertise:
  • Business owners
  • Medical practitioners
  • High-net worth families and individuals
  • Financial planning and consulting services
  • CERTIFIED FINANCIAL PLANNER™