What a collaborative effort should look like...

We believe it is critical to have specialized professionals with various areas of expertise as a part of our planning process.

We believe the plan should be analyzed and considered through the lens of multiple qualified professionals in order to adequately diagnose any and all problems.

This provides thorough analysis, ethical discernment, accountability for all involved, and ultimately, a plan that's right for you. 

P & C Insurance - Brad Dell

P & C Insurance - Brad Dell

Legal Counsel - Safiya Ghori

Legal Counsel - Safiya Ghori

Tax Counsel - Jerrad Powell

Tax Counsel - Jerrad Powell

Legal Counsel - Sarah Cotton Patterson

Legal Counsel - Sarah Cotton Patterson

Tax Counsel - Benjamin Rugg

Tax Counsel - Benjamin Rugg

Legal Counsel - Jing Zhao

Legal Counsel - Jing Zhao


Neither the individuals above or the business entities they represent are affiliated with MML Investors Services or White & McGowan Financial.