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Contact us: Who and how

Unclear which team member you should contact? You're on the right page.

  • Existing clients: Speak with the advisor you usually speak with. We collaborate when building financial plans and may join your meetings if required.

  • New and potential clients: Scott handles the early appointments in our process. Interpreting this initial contact with Scott to mean you are or will be "Scott's client" instead of "Hal's client" would be mistaken. As the principal, every client is "Hal's client". 

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