Team Approach

Team Approach

At Talis, when we say Strength in Numbers, we mean that figuratively and literally. Our qualified and experienced team has decades worth of collective financial industry experience. We function as a unit to address the components of your financial picture. This, combined with our focus on transparency and fiduciary duty, assures that you will always have an informed professional available to help you who has your best interest at heart.

Our goals-based financial plans integrate the expertise of CERTIFIED FINANCIAL PLANNERs™, wealth management advisors and insurance professionals under one roof included in one wealth management fee. 

We maintain a consistent focus on the latest financial economic research. As a team, we are able to cover substantial ground in digesting new information that keeps us abreast of the rapidly changing industry.

We collaborate with an extensive network of partners for certain needs such as estate planning and tax services.

Click here to meet our team.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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