Our team is made up of highly experienced retirement planning professionals, relationship managers and client service associates who are impassioned to provide individuals and institutions with the highest degree of financial counsel and attentive service.
The entire team collaborates, sharing knowledge and bringing individual expertise and perspectives to addressing the needs of our clients. Our core team has been in tact for a number of years with the average tenure of team members exceeds 18 years of service.
Partner | Managing Director | Financial Advisor
Vice President of Relationship Management | Partner | Financial Advisor
Vice President of Finance and Operations | Partner | Financial Advisor
Senior Relationship Manager | Financial Advisor
Founder, TC Wealth Management | Vice President of Wealth Management, NEXT Retirement Solutions
Operations Manager | Registered Client Associate
Relationship Manager | Registered Client Associate
Retirement Plan Advisor