We are pleased to announce that Colin Lee has become a shareholder  in the firm, effective January 1, 2021.  He also takes on the new title of Director of Financial Planning.  

Colin joined the firm in the summer of 2017 and has proven to be a very valuable team member. Most of our clients have had an opportunity to meet and work with him.  He is a very organized and skillful financial planner and has done a terrific job in helping our clients with their planning needs.  

Please join us in congratulating Colin in becoming a partner!