Advisor Niche

The Advisor Niche page is comprised of advisors who have volunteered their unique knowledge and experience in financial planning areas to other members of the firm who may be dealing with a client or scenario they are unfamiliar with. The individuals listed within each of these categories can be contacted directly via email with questions pertaining to their area of focus. We appreciate all those who volunteered to be a part of this page. Are you an advisor with a unique skill or niche? Let us know and we will add you to the page!

401(k)

Athletes

Business Consulting

Charitable Planning

Corporate Offerings

Divorce Planning

ESOP

Estate Planning

Executive Compensation

Family Meetings

Family Office

Impact Investing

Insurance

Medicare

NUA

PERS

Retirement Planning

Social Security

Special Needs Planning

Stock Options

Transitions