A TEAM OF FINANCIAL ADVOCATES, AT YOUR SERVICE.
We’re your team and we’re here to ensure that you receive dependable, knowledgeable, customized service that meets your business and personal wealth management needs. We are your financial advocates, working to organize and simplify your financial life to maximize your enjoyment of your wealth now and in the future.
Kevin M. Harris, CFA®
President & Chief Investment Officer
Cynthia Michael, CRWA®
Managing Director, Wealth Strategist
Senior Client Services Analyst
Client Services Analyst