Our Team
Get to Know the Experts Behind Our Success
From meticulous planning to actionable insights, we ensure every strategy we implement leads to significant and positive outcomes.
James Harrington
Chief Executive Officer (CEO)
Michael Thompson
Chief Operating Officer (COO)
Sarah Mitchell
Senior Financial Consultant
David Roberts
Head of Investment Strategy
Lisa Turner
Lead Risk Analyst
John Andrews
Financial Planning Manager
Darrell Steward
Head of Investment Strategy
Ellison Carroll
Lead Risk Analyst
Devon Lane
Financial Planning ManagerOur Expert
Holistic Solutions for Comprehensive Success
From meticulous planning to actionable insights, we ensure every strategy we implement leads to significant and positive outcomes.
Proven Financial Expertise & Trusted by 500+ Clients Across 10 Industries
Strategic Insights
We leverage data-driven insights and industry expertise to develop strategies that are both innovative and practical.
Holistic Solutions
Our services are designed to address all aspects of your financial and business needs.
Ongoing Support
We believe in building lasting partnerships with our clients. Our team provides ongoing support and guidance.
Transforming Finance, Together
We partner with you to navigate every financial challenge, optimize your resources, and drive long-term success.