Working for you together as a team
While our team has decades of combined financial experience, it’s not only the years we’ve spent in the industry, it’s the time we devote to each client, creating their financial plan, carefully managing their investments, staying in touch and being responsive to their needs.
Our total team approach means each client receives the benefit of our cumulative knowledge, insight and perspectives. Paul Hulen and Peter Thurman serve every client as a team, with Paul focusing on investments and Peter concentrating on planning. Throughout it all, Jackie helps us maintain the quality client experience that we know our clients deserve.
While our client relationships may begin as more professional, over the years they develop into personal relationships. It’s not uncommon during an hour-long review to spend a good portion of the time talking about each other’s families.
