Rob specializes in working with individuals and families to navigate the often-complex financial planning issues that we regularly face in our lives.  This typically includes overseeing the creation and maintenance of comprehensive financial plans and the building of customized portfolio strategies for clients.  Rob takes his role as a fiduciary seriously and uses that to guide all advice and recommendations.

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Rob is a Certified Financial Planner and has been advising high-net-worth individuals and families for 25 years.  Rob earned his Bachelor of Science Degree in Economics and History from Indiana University.

David specializes in helping individuals with the selection of appropriate investments.  Through his experience and expertise in asset allocation and portfolio design, David is uniquely qualified to provide intelligent investment advice to our clients.  David oversees the building and maintenance of customized portfolios for each of our clients. 

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David is a Certified Financial Planner and has been working with high-net-worth individuals for over 35 years.  David earned his Bachelor of Science Degree in Finance from Indiana University.

David specializes in creating customized strategic financial solutions and retirement income plans for his clients.  He uses Modern Portfolio Theory as the basis for tailoring a client’s portfolio to their unique needs and enjoys meeting with his clients regularly throughout the year to discuss ways to maintain and improve their planning and investment processes.  

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David has been advising high-net-worth clients for approximately 30 years.  David earned his Bachelor of Arts Degree in Business Administration and Finance from Western Washington University.

Ty helps clients with managing their data in their financial plan and makes sure all information is current in client plans.   Ty is continuing to learn all the software systems we use internally and externally with the goal being to optimize our use of each software.  Ty is passionate about financial planning and helping our clients achieve their goals.

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Ty earned his Bachelor of Science Degree in Financial Counseling and Planning from Purdue University.