Our Team: Invested in You

We are independent fiduciaries and we work for you, the client — period. When it comes to investing, you might say we have tunnel vision — and our sites are set firmly on finding the best investment solutions to help our clients meet their individual financial goals.

Our leadership team consists of:

John Nesselroade Principal, Managing Director+ Bio & Email Walker Abney Principal Managing Director+ Bio & Email Christine Nesselroade Vice President of Operations+ Bio & Email

These materials have been independently produced by Tilia Fiduciary Partners. Tilia Fiduciary Partnersis independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Tilia Fiduciary Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.