We hope that you and your family continue to be safe and healthy. 

We want to give you an update about the steps we have taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

First and foremost, this event has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.  We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients, and we are prepared to continue the high level of service you expect from us.

 Zoom and phone meetings: We will continue to offer phone or Zoom meetings for anyone that prefers them.

 All meetings will still require an appointment, and we will review all meeting guidelines with you over the phone.

 If you have any questions or concerns, please do not hesitate to reach out to the team. We are so happy to see you all again and with that, want to also ensure our clients, community, and team's safety.

We wish everyone good health as we all work together to get through this challenging time.