Life by design, not by default
Every client is unique, but our Wealth Management client experience is always the same.
Tax Management
We understand that taxes can be the largest expense investors incur, therefore, we continually educate ourselves on the latest complex tax rules, regulations, and emerging laws allowing our Team to offer effective solutions, resulting in significant tax savings for our clients.
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Our Team
Leadership and Accountability.
We have your complete investment, tax, and financial blueprint in mind.

Gregory M. Desmond
President / Senior Wealth Advisor
CPA/PFS, CFP®

Cynthia T. Rae Lusk
Business Operations Manager / Paraplanner
JD, EA

Mitchell Struthers
Wealth Advisor Analyst
CPA, CFA

Jacque LeFore
Certified Financial Planner
CFP®

Joy Maze
Client Service Representative

Katherine Howard
Operations Specialist
