Designs / Prepares the case including but not limited to cashflow, net worth statement, asset listing, cash needs analysis.

Licensed as a Clinical Social Worker or license eligible preferred. Masters Degree in psychology, marriage & family therapy (MFT), social work (MSW), or

Contribute to overall design team to facilitate successful implementation of project building plans/ design intent. Knowledge of ADA and local building codes.

Use Engineering principles and CI tools to establish current state and develop future state plans. Maintain a future state roadmap for capital project proposals

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.