Our Team

The People Behind Your Portfolio

Three separate teams are committed to helping you reach your financial goals and providing assistance whenever you need it.

Portfolio Managers

Monitor your accounts on an ongoing basis, placing trades and rebalancing as necessary to keep SMI strategy allocations on target — while reviewing investment decisions and researching new opportunities.

Stewardship Advisors

Work one-on-one with Select and Premier clients to build portfolios that meet their risk and return goals, addressing cash flow needs, charitable giving, and tax efficiency along the way.

Client Services

Works directly with Charles Schwab on your behalf to open accounts, facilitate transfers, process transactions, update information, and provide exceptional client assistance.