Integrated Wealth Advisors

“Clients don’t just trust us with their money, they’re trusting us with their financial lives, they’re trusting us with their future … and they’re trusting us with some of their dreams.”

“It is the ability to put data and information together into a cohesive plan and structure that requires expertise, experience, and leadership.”

“Placing the client in the center of all our actions is not just a nice business slogan to have, it is rooted in the fabric of who we are as individuals, and what we believe as a firm.”

“I thoroughly enjoy working with clients—listening to their stories, hearing about their backgrounds, trying to learn what drives them and what is ultimately important to them.”

“Working with our clients’ finances is very personal, and for them to allow us into that space is a real privilege.”

“We are privileged to walk alongside our clients to help them achieve their financial goals and objectives.”

“It brings me great joy to collaborate with my colleagues to deliver exceptional knowledge and care to each client and situation. We are grateful to serve as our clients’ trusted partners.”

“It is essential that our clients feel secure knowing that, not only is there a plan in place, but also that this plan is being prudently monitored and managed to ensure that their goals and legacy are consistent with their intentions.”

“For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted.”

“As a daughter of two perpetual volunteers, my greatest satisfaction is when I can create a positive impact on the lives of others.”

“Helping our clients do great things with their wealth over time, as defined by them, and witnessing their resulting fulfillment, is extremely gratifying to me.”

“Our clients deserve our best at every stage in the relationship, and it is exciting to be part of a firm that embraces that responsibility and is constantly looking for new opportunities to deliver an extraordinary client experience.”

“It is an honor to hear our clients’ stories and understand the purpose they’d like their wealth to serve. With that mutual understanding, we can work together to maximize its impact.”

“It is so rewarding to help others identify their goals and work toward defining and creating their desired legacy.”