Rollover Guru | Meet the Team
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Meet the Team

We’re a Different Type of Advisor

Why do We do this?

After 20 years of being in the financial services industry, we reached a startling conclusion: The broker/dealer community incentivizes their representative to take advantage of the average investor. We don’t say this lightly, and we don’t like having to say it, but when we compared index fund performance to active management portfolio performance, it became clear that active management just doesn’t live up to its hype. Furthermore, when you account for all of the fees that active managers charge, the average investor comes out with a lot less money in the end. This is especially true if those fees and expenses had remained invested and compounded over the years. The average investor could be 10s or 100s of thousands of dollars ahead if they just bought an index fund and paid a reasonable fee for a portfolio design.

Our approach is based on your unique objectives and circumstances. Whether you’re seeking advice on savings goals, retirement, or multi-generational planning, we have the resources and experience to create the right plan for you. You’ll work with your own personal investment advisor to assess your current wealth circumstances, your desired objectives, and a plan that will help you get there quickly and efficiently.

Our Team

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Thomas Turner

Principal
Jennifer Headshote SM Rez

Jennifer Lawrence

Director of Operations
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Robelyn Arnaiz

Administrative Assistant
Ready To Take Control of Your Financial Future?