well established and here for you
The Optimal Team
Service as a way of life
Meet The Team
Allen Moore
Alan Moore, MS, CFP®
Michael Kitces
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Mario Nardone, CFA
Mario Nardone, CFA
Chief Investment Strategist
Lisa Asher
Lisa Asher, CFA
Managing Director