Our Team

Together Joe, Mike and Nicole collaborate in their passion for educating and delivering high-level service, along with their focused attention to fine details, when working with clients. With depth of experience in real estate and alternative investments, they help identify quality investment solutions for 1031 Exchange transactions as well as strategies for those investors looking for unique opportunities in alternative and private equity investments.

With a holistic approach to wealth management, Jack walks alongside clients as they navigate through the complexities of estate and retirement planning. In addition to working with individual and multi-generational clients, Jack also advises sponsors and participants of company sponsored retirement plans. Kate’s organizational and communication skills lend strong support in all areas of client service, account setup and maintenance.

Officers & Management

Support