Experts for the clients we serve.
We work alongside a carefully selected network of professionals who support the broader needs of our clients. This page is designed to introduce trusted partners across investment planning, payroll, retirement solutions, legal support, real estate, and other specialty services.
Trusted relationships. Clear specialties. Easy introductions.
Investment Advisors
Professionals who help clients think through investment strategy, retirement planning, and long-term wealth decisions.
Joseph Brace
Joseph Brace supports clients who want help connecting investment planning with long-term financial goals. This profile can later be expanded with his planning focus, ideal client fit, and any additional background you want to highlight.
First Last
First Last supports clients who need investment guidance connected to larger personal and business goals. This second profile can highlight a different specialty, such as retirement income, portfolio design, or family wealth planning.
Payroll & Self-Directed 401(k)
Tools and platforms clients may use for payroll operations and self-directed retirement planning through referral partners.
Gusto
Gusto is a payroll and people platform that can help businesses manage payroll, team administration, and related employer workflows. This space is designed for company-level referrals where a business or platform is featured instead of an individual professional.
SelfDirectedIRA
SelfDirectedIRA is shown here as a company referral option for clients exploring self-directed retirement account solutions. This section can be updated with your final referral link, company description, and any disclosure language you want tied to that relationship.
1031 Exchange Providers
Qualified intermediary and exchange support contacts for clients exploring like-kind exchanges and related planning opportunities.
Nancy
Nancy is listed here as a 1031 exchange contact for clients who may need support with exchange coordination and qualified intermediary services. This profile can be expanded later with additional background, website details, or geographic coverage.
Carl Pikus
Carl Pikus works with clients and advisors who need guidance on 1031 exchange transactions and qualified intermediary services. This section can be refined further with local coverage notes or a more detailed description of the exchange scenarios he supports.
Legal Experts
Attorneys and legal professionals who assist with business formation, contracts, compliance, and dispute-related matters.
First Last
First Last advises business owners and professionals who need legal support with structure, agreements, and day-to-day decision making. This profile can explain legal focus areas in a clear and client-friendly way.
First Last
First Last supports clients facing more complex legal and tax-related matters that benefit from attorney involvement. This second profile can be tailored to representation, controversy, or specialty practice work.
Real Estate Agents
Trusted real estate professionals who support clients with residential purchases, sales, relocations, and investment opportunities, with room to feature additional partners as needed.
Sujin Henson
Sujin Henson helps clients navigate real estate decisions with clarity, responsiveness, and practical market insight. This section can later be updated with her service area, niche specialty, and a short professional background.
First Last
This space is available for a future real estate partner profile and can be updated once you have the final name, contact details, and professional background.