About Us

We exist to serve our clients and their members through purposeful, straightforward and accessible experiences
Our Company Directory
Seasoned experts who drive our mission with a commitment to operational excellence, integrity, and a client-first approach.
Tim Adams
Partner, Consulting
all
Category 4
Category 1
Jeremy Bell
Partner
all
Category 2
Joseph Botros
Financial Planning Consultant
all
Category 4
Matthew Crowley
Vice President, Business Solutions
all
Category 1
Ross Dunlop
Partner, Investments
all
Category 1
Category 3
Scott Ellement
Partner, IFS
all
Category 1
Category 3
Drew Ellement
Partner, Investments
all
Category 1
Dennis Ellement
Partner, Board Chair
all
Category 3
Category 4
Brandon Ellement
CEO, Partner
all
Category 4
Chad Fraser
Partner, Investments
all
Category 4
Brendan George
Partner
all
Category 4
Mike Greschner
Partner
all
Category 3
Category 1
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