The Palm Group

Our team has over a combined 70 years of experience and boasts the highest recognized designations in the industry. Dan holds the CFP^® & CPWA^® designations, Julia holds the CPA/PFS & MBA designations and Chase also holds the CFP^® and CDFA^®designations. On top of our technical prowess, we are also trained in Family Wealth Dynamics and Investor Psychology to round out the human side of our practice. We are confident that we will be able to meet your needs with both numbers and empathy.