You say you work as a team, what does that mean?

When we founded our firm back in 1990, we knew our success would be based on our work as a whole, not as individual planners. When we put our minds together we are able to come up with more creative plans and specialized solutions for our clients.

As Mimi mentions in the video, our team:

  • is multi-generational
    Having a multi-generational team sets SH&J and our clients up for the long haul.  Our collective years of experience provide a wealth of knowledge for our clients.

  • has a wide array of expertise
    Our team consists of planners who have extensive experience with business owners, college planning, military families, and medical professionals – just to name a few. Because we don’t all specialize in the same things, we are able to offer more to fit each of our client’s unique needs.

  • works together for all of our clients
    While our clients meet with their primary planner on a regular basis, behind the scenes we are all working together to provide each client with the best experience possible. We are constantly bouncing ideas off of one another and meeting in various committees to keep our client’s plans on track.

  • includes a dedicated support staff
    We know we are only as good as the people we surround ourselves with. We have built a phenomenal Client Service  team to free up our planners to do what they do best. Our team is always available to assist with client requests and answer pressing questions.

The team model has worked extremely well for SH&J and our clients. We will continue to build our team with the brightest minds in the business to allow us to serve our clients well for years to come.

If you are interested in learning more about the team model and SH&J, give us a call at 303.639.5100 to set up a complimentary consultation.

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