Our Team

The Executive Planning Group contains an ensemble of professionals with expertise ranging from wealth accumulation and management, through business leadership management and transition, to wealth and business transfer. Our team is particularly adept in addressing the unique needs of business owners, physicians, and executives. We use a multi-disciplinary approach and work with your other advisors to provide you with comprehensive financial solutions. Among the EPG partners are a significant number of professional credentials, degrees, and professional memberships. We take ongoing professional education seriously to better serve our clients.