Claire Young

Claire is the type of talented person you find in every successful company — friendly and outgoing; smart, organized and driven. You might say she’s the one who keeps the trains running on time.

Brad Turlington

Founder and President

Brad works closely with individuals, families, and business owners to manage their assets and preserve their legacy. If you’ve ever met Brad, you know how much he enjoys engaging with people. Those conversations enable him to build lasting, meaningful, and personal relationships with his clients.