Meet Our Team
Our members have been successful as institutional market makers, proprietary equity and options traders, portfolio managers, risk managers, investment advisors, business owners and insurance specialists.
Our varying educational backgrounds include bachelors, masters, legal and doctorate degrees from leading institutions where studies have included: economics, engineering, finance, information systems and technology, journalism, labor studies and law. These experiences provide us with the necessary perspective to develop effective processes to better achieve your family's investment goals.
Client Services Associate
Client Support Specialist
Braatz Wealth Advisors