Meet Our Team
Our Dedicated Team
Our financial advisory team is committed to acting as fiduciaries, putting your best interests at the forefront of every decision we make. By continuing education and staying informed on the latest industry developments, tax laws, and financial strategies, we ensure that our recommendations are not only personalized but also based on the most current information available, allowing you to make informed choices for your financial future.
Additional Designations We Hold
Resource Partners
Dynasty Financial Partners
Dynasty’s fully customizable technology platform gives Centerline Wealth Advisors end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service.
Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Charles Schwab
As a Registered Investment Advisor, we will not be holding your assets. We have chosen the firm Charles Schwab, and here is why:
Charles Schwab is one of the largest and safest repositories for financial assets in the custody business today. It is responsible for more than $5 trillion in client assets, half of which are held on behalf of professional wealth management firms like ours. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today, and why we chose it to safeguard your assets. In short, it has one and only one business: to serve as a safe custodian for your funds.
Black Diamond
Black Diamond serves as a centralized foundation for comprehensive performance reporting, trading, compliance, and relationship management. Backed by the global financial technology leadership of SS&C Technologies, its flexible, open-architecture ecosystem integrates seamlessly with industry-leading applications, providing a deeply customized tech stack and an interactive client portal that strengthens the advisor-client relationship.
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