Privacy Policy

We gather nonpublic personal information about you from several sources, including:

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• Information you provide to us through applications, tax organizers, worksheets, and other documents;
• Information related to your transactions with us, our affiliates, or other parties;
• Information obtained from a consumer-reporting agency.

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We do not disclose any nonpublic personal information regarding current or former clients to anyone, except when the law allows it.

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Access to your nonpublic personal information is limited to firm members who require it in order to deliver services to you. We employ physical, electronic, and procedural safeguards designed to meet federal regulatory standards for protecting your nonpublic personal information.

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If you have any questions about this policy, please feel free to reach out.