Often, when financial advisors form a team, they do so to simply share resources but remain generalists working to serve all of the needs of their respective clients. At The GB Group, we believe the true value of teamwork lies in the ability to specialize and pool our diverse talents and expertise to collaboratively serve you in a more comprehensive way and at a deeper level.
Our team is built on the collective expertise of our lead members, who average more than 25 years of financial industry experience guiding clients like you. In addition to specializing in vital areas such as estate planning, investment management, financial planning and risk management, all of our partners have pursued advanced certifications and accreditations to help ensure the advice we provide represents the very best our industry offers.
Director, Family Wealth Advisor
Family Wealth Advisor
PWM Financial Planner
Assistant Vice President, PWM Team Client Service Lead
Assistant Vice President, Senior Client Specialist