Co-founder and Chief Planning Officer
Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon ensures each client has a deep...
Co-founder and Chief Investment Officer
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex...