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Our Team
The great thing about working with a smaller firm. Everyone contributes. When you need a response, it’s all hands on deck. Because we are boutique size, we can prioritize your needs, focus on your goals and provide the solutions right for you.
Jeff PlattJD, LLM, CFA®, CFP®
Founder, Chief Investment Officer
Curtis WestCFP®, MSBA
Lead Financial Advisor
Kai KramerCFA® Candidate Level 2
Financial Advisor
Kim Stimson
Client Service Manager
Devan Rouse
Senior Client Service Associate