Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

James Reese, CFP®, CLU

James Reese, CFP®, CLU

Founding Partner | CEO

james.reese@equitable.com

Christopher Reese

Christopher Reese

Managing Partner / COO

christopher.reese@equitable.com