Your Prosperity Team

Working for you

We have four team members ready to design, execute, monitor and administer your financial strategy. Each client can pull from the specialized resources and expertise of the Financial Advisor, the Client Experience Director, the Portfolio Analyst, and the ServiceFirst Administrator. All are specially qualified in their areas of focus, and each understands how to work collectively and capably to deliver thorough and reliable service.

The Financial Adviser

Your financial adviser is the strategist.  Frequently, you will be meeting with your adviser to discuss your big picture. An experienced  Certified Financial Planner®, the adviser draws on time-tested principles and cutting edge tools to help you develop a comprehensive financial solution.

The Portfolio Analyst

This team member reviews all of your investment assets, helps craft your financial strategy to meet your expressed purpose, and coordinates insurance and tax strategies to aid in your success. The portfolio analyst also tailors a portfolio around values and goals established by each client, then evaluates the tax and investment implications of each change to the portfolio. The portfolio analyst will have regular contact with you, discussing any changes in your circumstances, the market outlook that effects the Investment Team decisions and the results of your current portfolio.

The Service First Administrator

The Service First Team member is the glue that holds the rest of the pieces together. Your service first team member will prepare and process all the  steps needed to implement the action recommended by your adviser.  This Team Member is the champion for a smooth execution and an effective relationship between you and your team.

You

The final and most important team member is you. Providing accurate information, giving thought to the impact of our planning, and sharing your perspective will help us craft a strategy for you.  Working together with us to clarify your values, your goals and compile a simple, confidential financial inventory, your definition of success will take shape.  

Individual Team Members