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The Latte Habit

How little things can add up over time.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses

Series 7

Series 63

Series 65

Series 66

Life, Accident & Health

Designations

AIF

AIFA

CAIA

CFP

CFA

CLTC

CMP

CPA

CPFA

CRPS

EA

PPC

PRP