Our People


Experts who are also awesome listeners

There’s an impressive diversity of talent and expertise in our team. Together we offer consulting, operational, and technical expertise acquired through careers in the financial services industry and over two decades of in-depth counseling to individuals, families, and companies in and around Lexington.

What is perhaps just as important, we’ve sold businesses, bought businesses, planned for retirement, lost spouses, gotten divorced, gotten married, battled diseases, refinanced debt, cared for aging parents, raised children and paid for college.

Just like you.

We have what it takes to make you successful no matter what you face.

The hardest workers you’ll ever enjoy spending time with.