Your Team


We are confident that our approach allows us to provide you the highest level of service. You can feel confident knowing that you are working with a team of experienced professionals sharing their ideas and opinions with one another to strive to provide the best available solution to any issue you might have.


James C. Sexton III, CFP®, CFS 


Gage Paul CFP®, RICP®, EA 


The rest of our team

We have intentionally limited the size of our firm to ensure that every client receives the very highest level of personalized service. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms.

If this sounds like a team with whom you would enjoy working,
read Who We Serve to see if you are potentially a good fit for our firm.