Our Team
Before you work with anyone, you should first be comfortable with their values, background, and capabilities. Here's a look at who we are. Want to know more? Pick up the phone and let's get to know each other.
“Knowing everything about the financial condition of the people I work with is paramount. If I don’t, it’s a disservice. Making a suggestion in one area may appear to be a good idea, until you discover how it affects...
Jeffrey R. Lippman, CFP®, ChFC
CERTIFIED FINANCIAL PLANNER™
"I love the look of relief on the faces of our clients (every time) when they discover the spectrum of services we offer. There is nothing like seeing a person evolve from feeling financially insecure to feeling financially confident."...
Josh Stillman, CFP®, CAP®, MBA
Director of Financial Planning
“What does money mean to you? I do not believe there is one "right" financial decision for every situation, which is why I believes the best way to manage financial affairs is to work through a process to articulate underlying...
"Although my educational background is all financially related, my passion is people and relationships. I enjoy meeting the clients, hearing their stories and being of help in any way possible."