With thoughtful attention to detail and a persistence on delivering superior service, we provide clients freedom and flexibility.
Jayson J. Brown
It's about what's possible, relevant, and valuable for our client's needs.
Our mission is to improve
the financial quality and
overall peace of mind of our
Mark H. Udis
Our financial and investment acumen creates opportunities to serve sophisticated clients and solve complex problems.
Constantine S. Hatzivassiliou
Service is our mantra. Never being satisfied is what drives us.
Rich P. Bursek
President & Partner
Our goal is to extend the power of our clients' prosperity, preserve their assets, safeguard their way of life and help secure their financial well-being.
Co-Chief Investment Officer