Our advisors and client care team members have earned a broad array of securities industry licenses and financial planning designations and complete rigorous ongoing education requirements to stay at the top of our industry. Together, our team offers over 100 years of combined financial industry experience for our clients.
At A&I, we’re more than a collection of individuals. Our teamwork, support for each other, and dedication to the same core values translates into better care for our clients. Our in-house Investment Policy Committee members meet with each other each week. We exchange ideas and brainstorm solutions for solving complex planning issues. By hiring one of us, you get the bench strength, wisdom, and experience of the whole team.
We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.