Many of our Antares Wealth team members hold certifications that we believe are marks of excellence in the planning and investments world, such as Certified Financial Planner® certificants, Chartered Financial Analyst® charterholders, CPAs, and experienced Family Wealth Strategists (estate and tax planning) to serve your diverse financial needs. Additionally, even more participate in volunteer services, activities, and board positions in their communities.

While you may only be directly involved with a small number of people most of the time, we all work together as a team to accomplish a shared mission for our clients, firm, and one another. This means that, ultimately, everyone on these pages is part of your AWM team!