Our mission

Our mission is to provide exceptional, personalized, wealth planning and investment advice to affluent individuals, families and institutions. 

We value relationships, collaboration, integrity, accountability and excellence. We build close, lasting relationships with our clients and help them to achieve their life goals. 

Image of Karl Lambert

Karl Lambert, CAIA®, CFA, JD*

Managing Director - Financial Advisor, Senior Consulting Group

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Image of Mike Dickson

Mike J Dickson, AIF®

Managing Director - Financial Advisor - ABD, Senior Consulting Group

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Image of William Bard

William Bard, ChFC®, JD*

Senior Vice President - Financial Advisor, Senior Consulting Group

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image of Dave Daline

Dave W. Daline, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

Image of Wendy Skarnes

Wendy Skarnes

Senior Investment Associate

Image of Mai Her

Mai Her

Senior Business Associate

Image of Grant Farley

Grant Farley, CFP®

Senior Financial Associate

image of Zach Dickson

Zach Dickson, CLTC®

Senior Financial Associate

Image of Casey O'Brien

Casey O'Brien, CFP®

Investment Associate


Pa Chia Vue

Registered Client Associate


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