Broker Check

FIDUCIARY RELATIONSHIP

Our professional designations

The fiduciary duty of care is generally considered the highest legal standard of integrity, trust, and accountability. We have no financial interest in recommending one investment product or solution over another. Our independence allows us the freedom and flexibility to create a specific investment strategy tailored to meet your unique financial goals. Our relationships are built on a foundation of trust, integrity, and transparency.

Our team of professionals adhere to the highest standard in customer service and industry knowledge. Accordingly, we have earned a number of industry certifications that affirm our level of knowledge and understanding.

+ Chartered Alternative Investment Analyst (CAIA)

+ Certified Investment Management Analyst (CIMA®)

+ Certified Trust and Fiduciary Advisor (CTFA)

+ Certificate in Investment Performance Measurement (CIPM)

+ Chartered Financial Analyst (CFA)

+ Certified Private Wealth Advisor Professional CPWA®

+ Certified Financial Planner (CFP®)

+ Certified Public Accountant (CPA)

+ Accredited Investment Fiduciary (AIF®)

+ Enrolled Agent (EA) 

+ Certified Estate and Trust Specialist (CES)

Kim Bourne

Kim Bourne

CPA, CFP®, CPWA®, EA, CES Wealth Management Advisor

Linda Firestone

Linda Firestone

CFP®, Wealth Management Coordinator

Christina Rivera

Christina Rivera

SHRM-CP, Family Experience Coordinator

Tiffany Balow

Tiffany Balow

Client Relations Specialist

Cristina Zaccheo

Cristina Zaccheo

Family Service Coordinator

Katia Leon

Katia Leon

Family Service Coordinator