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Your Investment Advisory Team

Christopher Combs
Christopher CombsFounder, Portfolio Strategy Officer & Investment Committee Member
Kathy Lee
Kathy LeeManaging Principal & Investment Committee Member
Kiersten Noa
Kiersten NoaBrand Image & Events Consultant
Cindy Combs
Cindy CombsManaging Partner & Investment Committee Member

We Focus on the Following Areas to Assess and Simplify Your Life

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Services to Management Risk and Simplify:

  • Cash flow Planning
  • Education Planning
  • Retirement Income Planning
  • Stock Option Planning: ISOs, NSOs, or 83b election planning
  • RSU Planning
  • Charitable Giving Planning and Administration
  • Qualified Small Business Stock Planning and Tracking
  • Tax planning with portfolio structure and Income needs
  • Estate Planning Considerations
  • Pensions Option Considerations

We Assess and Simplify Your Financial Life

By utilizing Fidelity Investments as our custodian, each investor gets access to all of Fidelity’s resources, including a monthly Fidelity statement, online account view and tools, plus use of any of Fidelity’s nationwide investor centers.

We listen to our investors. The willingness to adapt to an ever changing investment landscape has been important to the people we serve. A sharpened focus on Risk Management, Education and Advice has been well received.