Board of Advisors

To support the company’s continued growth and ongoing commitment to delivering superior service for all of our clients across the country, we have formed a Board of Advisors. Board members, all of whom are clients, help us ensure that the business is healthy and expand in ways that best serve client needs. The board is headed by Chief Experience Officer Brian Case, Certified Financial Planner®.

Dr. Anders Apgar

Dr. Anders Apgar

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Andrew Aronson