Professionals

Check the background of this investment professional on FINRA’s BrokerCheck.

James K. Gilchrest, CMT
Managing Principal | Personal CFO

THIRD-PARTY RELATIONSHIPS

Financial Planning

Certified Financial Planner (CFP®) Professionals are assigned as needed.

Brokerage

Interactive Brokers LLC, Greenwich, CT

Capital Group, Los Angeles, CA

Financial Software

BlackRock Advisor Center

eMoney Advisor, LLC, Philadelphia, PA

MultiCharts, LLC, Westerville, OH

Research

BlackRock Advisor Center

Zacks Investment Research (via Interactive Brokers)

Capital Group, Los Angeles, CA

Vanguard, Valley Forge, PA

Banking

Citibank, N.A., New York, NY

Legal

Howard & Howard, Chicago, IL

Wolters Kluwer, Irvine, CA

Accounting

RSM US LLP, Boston, MA