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Team

Great things in business are never done by one person. They’re done by a team of people.- Steve Jobs

Advisory Team Model

We believe that you are best served by a team of qualified professionals who take the time to understand your unique circumstances, values, and goals. Our advisory teams, each led by a partner of the firm, bring their collective experience, knowledge, and technical competence together to help you design and implement your LifePlan. Your team is here to help you navigate the tough times and celebrate your accomplishments.

We believe that you are best served by a team of qualified professionals who take the time to understand your unique circumstances, values, and goals. Our advisory teams, each led by a partner of the firm, bring their collective experience, knowledge, and technical competence together to help you design and implement your LifePlan. Your team is here to help you navigate the tough times and celebrate your accomplishments.

David “Zak” I. Lutz, CFP®, CKA®

Partner | Chief Compliance Officer | Senior Advisor

Learn More About Zak »
Geralyn Denlinger

Client Communications Specialist

Learn More About Geralyn »
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