Alan E. Rosenfield

Chief Investment Officer

“We address our clients’ financial challenges by providing access to our entire team and our business network. Access isn’t based on the size of your assets but by the elite status of being our client.”

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Dale Boettcher

Investment Advisor, head of sales

“Our purpose isn’t simply to make investments for clients, but to understand their needs and goals and to articulate a plan that helps them achieve those goals and address those needs.”

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Heather Van​Landingham

Operations

“Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.”
— Manoj Arora

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Wende Feller, PhD

Analyst

“Research is the cornerstone of investing. Investigation and examination have become even more important to life decisions in this era of Internet publishing where rumor and opinion often parade as facts.”

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Jeff Henley

Investment Advisor

“Listening to our clients is an important component of our investment philosophy. This allows us to truly tailor an investment strategy to a client’s needs and goals.”

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