Scott Winters
Chief Executive Officer
Jennifer Winters
Chief Operating Officer
Dr. William R. Nelson, Ph.D.
Chief Investment Officer
Dave O’Rourke
Chief Evangelist
Edward Lyon, J.D.
Chief Tax Strategist
Jill Henderson
EVP of Client Success
We believe that only our Family Office model provides all of these valuable benefits. Our model stands in sharp contrast with the conflict-ridden, costly and confusing universe of competing claims that describe so much of the financial services industry.
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