Our preferred boutique structure allows us to know our clients well, and to react much faster than larger structures in optimizing the management of our clients' investment portfolios and financial plans.
Our financial planning team has university degrees specifically in financial planning from Texas Tech University and The University of Georgia (UGA) - widely recognized as two of the top financial planning programs in the country.
As a team we hold the most respected academic credentials and professional designations in the financial planning field (e.g., PhD, MS, CFP, CPA, CRC, AFC). Three members of the firm are also tenured professors in the UGA financial planning program.
- Molly Sutz
- (760) 548-1025
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