Great things in business are never done by one person. They’re done by a team of people.
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 four-person advisory teams, each lead 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