Leadership
Brian R. Bach
Founding Partner
With over 30 years of experience, Brian has dedicated his career to providing a high level of quality financial counsel and outstanding client service. Brian helps his clients build and protect wealth by helping to maximize the value...
Scott J. Jacob
Founding Partner
Scott has been in the financial services industry for over 15 years. He, specializes in comprehensive estate, insurance and wealth management strategies. Scott also works with corporate clients in structuring in-depth employee benefits...