Client Reporting


Do you feel fully organized in your financial life? Our internal reporting team allows us to offer unique reporting services to our clients.

The reports you receive from us include a comprehensive summary of portfolio activity, asset allocation, and performance over various time periods.

A woman using a tablet to access a digital portal

Digital Portal Access

Through a highly secure portal, digital reporting on your portfolio is always instantly available in real time, including access to historical statements and tax documents. You can access the portal online or through a mobile app. Using the same system, we also have the ability to grant access to tax information directly to your tax preparer.

Just as our planning process factors in every aspect of your financial life, our reports can include assets and liabilities outside of our direct management.

Meet Our Dedicated Technology Team

Richard Krivonozka

SVP, Data Management

Richard joined the firm in 2012 and currently serves as...

Caite Stevens, CIP, CPC

SVP, Director of Digital Communication & Business Intelligence

Ms. Stevens serves as SVP, Director of Digital Communication &...

Michele Suligoj

Senior VP, Director of Data Operations

Michele joined the firm in 2009 as an Operations Associate...

Alia Wagenhoffer, CFP®

SVP, Head of Advisory Technology

Alia Wagenhoffer is SVP, Head of Advisory Technology and in...

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