Our clients feel secure with their retirement plans and investments because they know we place our clients' needs first. From our senior consultants and partners to support staff, our teams work together to strategize and create retirement and financial planning solutions for both institutions and individuals.

Our long-tenured experts have deep, institutional knowledge and focus on solid outcomes that are demonstrative and quantifiable. We are dedicated to staying on the cutting edge of new ideas and possibilities in the world of retirement, investments and financial planning so our advisors always stay abreast of financial trends and options, and understand their broader implications.



Driven by Passion. Backed by Results.


  • Ty Parrish, CIMA®, C(k)P™, GFS® - Managing Partner, Senior ERISA Consultant

    Managing Partner,
    Senior ERISA Consultant



  • Rick Harris, AIFA® - Managing Director, Senior ERISA Consultant

    Managing Director,
    Senior ERISA Consultant


  • Michael Rom, AIF® - Managing Director, Senior ERISA Consultant

    Managing Director,
    Senior ERISA Consultant