Broker Check


Technology Providers

Our technology providers were strategically chosen to provide our clients with an exceptional experience. They enable us to analyze and evaluate your financial status, provide ongoing communication with you, measure your risk tolerance, provided ongoing education, implement strategies and plans, monitor progress toward established goals, and suggest course correction, as necessary. 

Today, technology allows us to do many things in different ways than we did yesterday. It also assists us to sustain long lasting relationships in person, on-line, through email, text, social media, and other communication platforms. We are committed to bringing you the best technology providers for your benefit because helping you to pursue your goals is our main priority. 

Our Process

LPL Financial is a broker dealer that empowers entrepreneurial financial advisors to operate independently to build and grow their own practice. 

Our History

Albridge is a consolidated portfolio reporting service that aggregates data to create a single source of client data with accounts held at our firm.

Our Values

Right Capital is an interactive financial planning software that generates customized retirement, investment, cash flow, budgeting, estate, insurance, and economic roadmaps for your future.

Our Process

Riskalyze uses Nobel Prize winning technology to compute a risk score based on a client's questionnaire that crafts a portfolio tailored to their comfortability risk when investing.

Our History

Keeper is a top-rated security and password protection tool for businesses to defend against cyber threats.

Our Values

Morningstar is a Chicago-based investment research firm that compiles and analyzes mutual fund, ETF, stock, and general market data using foundational data and proprietary analytics.

Our Process

Docusign sends electronic agreements and eSignatures to increase convenience and deliver an experience that is simple, highly secure, and easily accessible.

Our History

FMGSuite provides us with creative content, marketing support, and award-winning educational content.

Our Values

Dell is the technology company we use to increase our efficiency.

Our Process

Ooma VoIP is a telecommunications company that helps us remain connected with our clients and team from everywhere and on any device. 

Our History

MobileAssitant transcribes spoken details from meetings into protected and confidential notes and templates. 

Our Values

YCharts is a premier financial research and custom portfolio platform that assists with investment decisions, charting tools, and market analysis.

Our Process

GoDaddy is our web host and protector of our domain name. 

Our History

Microsoft OneDrive is a file hosting service that manages all of our documents in one place.

Our Values

Our social media platforms, which include Facebook, LinkedIn, and Twitter, support various messages and social posts that reach out to our current and future clients. 

Our Process

Zoom advances our communication abilities with video webinars, video conferencing, recorded sessions, and virtual events to our clients around the country. 

Our History

Constant Contact creates branded and engaging email messages to send to enable us to keep our clients informed.

Our Values