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Key Benefits

401k plan

A 100% match on an eligible employee's deferral up to 3% of annual compensation and 50% match on the next 2% of the employee's deferrals.

Discretionary Profit Sharing

Phantom Stock Plan

Group Disability Insurance

Annual Bonuses

Two Weeks of Paid Vacation

Personal Care Days

Additional Benefits

Paid Holidays

Annual Staff Retreat

Office Happy Hours

Paid Seminars & Conferences

Financial Advisor Trainee/Assistant

Apprentices in the Financial Advisor Trainee program progress through training over a three to five-year period. They obtain the required securities and insurance licenses, and CFP® designation to meet with clients and prospective clients, conduct client reviews, and make and implement suitable recommendations.

Operations/Executive Assistant

Operations Assistants assist the Advisory Team with all aspects of operations including data entry, maintaining electronic records and client files, preparing paperwork, processing business, compliance, addressing client requests, and handling numerous special projects. All of this is done while providing amazing service and building meaningful relationships with our clients.


The Receptionist greets clients, opens and closes the office, sorts and disseminates mail, maintains office organization and break room tidiness, directs phone calls, schedules appointments, and assists with client appreciation outreach.