With over 20 years of experience, Greg is a dedicated financial advisor focused on retirement planning.  He believes in building strong, personal relationships with his clients to understand their unique financial needs.

As a financial professional, Kai is passionate about helping families achieve their financial goals. His interest in finance began with a natural affinity for numbers and a desire to understand complex financial situations. Kai's ultimate goal is to provide “peace of mind” through personalized, strategic planning.

After 15 years as a middle school math teacher, Bryan transitioned to financial education, driven by his passion for teaching and simplifying complex topics. He enjoys learning about his clients’ hobbies and experiences, which enriches our conversations and strengthens our connections.

Since 2005, Toby's career has been deeply rooted in the banking and finance industry. His roles within banks and his own independent investment firm has solidified his belief in the importance of building genuine client relationships. Toby believes in a diversified investment strategy, and his goal is to help make your financial dreams a reality!