Privacy Policy.
How we collect, use, and protect the personal information you share with us through this website.
Information we collect
When you contact us through this website, we collect the information you choose to provide: your name, email address, phone number, state, the topic you want to discuss, and your message. If you submit a career inquiry, we also collect your city and state, occupation, availability, and your description of your interest. Like most websites, our hosting infrastructure may also log basic technical information such as IP addresses and pages visited, which we use to keep the site working and secure.
Please do not submit Social Security numbers, account numbers, investment balances, medical details, or tax documents through this website's forms. That information belongs in a secure conversation, not a web form.
How we use your information
We use the information you provide to respond to your inquiry, schedule conversations you request, provide services you engage us for, and meet legal, regulatory, and recordkeeping obligations that apply to financial-services professionals.
How we share your information
We do not sell your personal information. We share it only as needed to serve you and operate the business: with service providers that process form submissions and communications on our behalf, with financial institutions involved in products or accounts you pursue, and where required by law, regulation, or regulatory authority.
Text messages
If you check the optional text-message consent box on a form, we may text you about your inquiry. Message frequency varies, message and data rates may apply, and you can opt out at any time by replying STOP. Consent to receive texts is not a condition of receiving services.
Data security and retention
We use reasonable administrative and technical safeguards to protect the information you submit, and we retain it only as long as needed for the purposes above and for the retention periods that financial-services regulations require. No method of transmission over the internet is completely secure, which is another reason not to send sensitive account or identity details through web forms.
Your choices
You may contact us at any time to ask what contact information we hold about you, to correct it, or to request its deletion where the law and our regulatory retention obligations allow. Reach us at (561) 600-7123 or [email protected].
Effective date: July 22, 2026