Meet the Fusion Team
At Fusion, we may be single-minded in our focus and dedication to providing innovative financial solutions with the highest level of personal service to our clients, but our thinking comes from a diverse set of backgrounds and educational experiences. Our team has been working together, on average, for ten years, sharing ideas, debating new viewpoints and challenging consensus opinions. We believe this cohesiveness has resulted in a dynamic approach to delivering outstanding client service and to developing goal-oriented strategies that are custom-tailored to each client’s needs.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Fusion is engaged, or continues to be engaged, to provide investment advisory services.