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Patricia's mission is to coordinate our clients' entire investment and financial lives. From understanding the client's individual needs and goals, to their unique retirement and estate planning desires, she employs a comprehensive approach to ensure our clients' have a clearly synchronized wealth management plan. Pat is adept in working with clients throughout their investment life cycle, from building wealth to engineering investment income. Her 30 years of experience as a financial professional provides a thorough understanding of private client wealth management.

Charles' focus is building fixed income portfolios and engineering investment income for our clients. He specializes in tax-free municipal and corporate bonds, having developed extensive knowledge of those markets during his 30 years of experience as a financial professional. Chuck works with clients in a consultative role, providing a comprehensive view of their retirement income plan. Previously, he earned the rank of Lt. Colonel as a jet and helicopter pilot for the U.S. Air Force, serving in southeast Asia and Europe. Chuck is now an avid golfer.

Gregory's focus is delivering professional level portfolio management to our clients through the use of advanced strategies and a thematic approach to portfolio development. He holds an MBA from Emory University and attained the Certified Investment Management Analyst(CIMA®) designation at the Wharton School of Business/University of Pennsylvania. Greg's experience provides exceptional understanding of portfolio development and risk management techniques, as well as expertise in evaluating investment managers and alternative investments. Member of Investment Management Consultants Association.