Curtiss LaCross, C(k)P®, CPFA®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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David Diller, CPA*

Financial Advisor

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Taryn Teves

Taryn Teves

Registered Client Associate


Our team approach

Our team strives to build long lasting relationships, and we take great pride in the generations of families that have been part of our family for decades.  We work every day with passion and energy to bring the very best to our clients.  Taking a holistic view, we work in concert with our client’s tax and legal advisors, to coordinate and expand their financial opportunities.  Effectively growing assets, managing risk, creating retirement income, optimizing both gifting, and charitable giving, and creating legacies.

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