As our practice has matured our clients have looked to us to help their millennial children. In addition to Jake and Cory our team has two more advisors, James Lewis and Matt Johnson, who are millennials themselves and understand the unique challenges young professionals face. As licensed advisors who also act as fiduciaries James and Matt are well equipped to help the unique needs of individuals looking to start building their nest eggs. Whether it’s making their first home purchase, beginning to save for retirement, or managing student loans James and Matt are happy to help our clients’ children make informed decisions.
Ultimately our entire team of 9 professionals collaborate together so that each client is receiving a team of knowledge and advice versus just one person’s opinion.