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Schedule a Discovery Call Today!

Make an appointment! Schedule your 30-minute, no-obligation discovery call online. Find the time in our calendar that best fits your schedule and provide as much or as little information about your situation and your motivation to reach out to us as you feel comfortable. Come prepared with your questions and let’s have a conversation.

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Eric Boyce

President & CEO, Chief Investment Officer


Lindsey Sharpe, CPRA®, AAMS®

Vice President, Financial Planning
Director of Client Relationship Management

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Ian Kloc

Assistant Vice President, Wealth Management

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Kelly Freeman, WMS™

Vice President, Financial Planning
Director of Business Development

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Jim McMullan

CTO, Director of Programs & Collaborative Relationships

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