Broker Check

Our Unique Partnership

It is uncommon in our industry to come across a father/son partnership that works as seamlessly as ours does. Not only is our partnership unique because of the family dynamics involved but also because of our professional backgrounds.

Robert has been in the business for over 30 years and during that time has seen and explored nearly every investment concept developed. Brant, having been in the business for the past 10 years, has been trained on the latest investment techniques and the most innovative technology platforms. Our skill sets blend to create a team that not only has a deep level of knowledge in the investment world but also incorporates some of the best tools to illustrate and implement those ideas.

We have also developed a succession plan to provide an orderly transfer of the company due to natural progression or an unexpected event. While we thoroughly enjoy working together and plan to do so for many years, we are also well prepared for any future events that may come our way.