A. Yes and no. By creating a team, we are able to increase our accessibility to our clients. However, you may be meeting with, or hearing from Joel, Joe or both depending on the topic.

A. Yes, eventually, but not for many years.

A. Yes, eventually, but not for many, many years - he has two young girls at home.

A. Trust us, change can be difficult and this one is no different. Financial services, specifically the wealth management role, is quickly evolving into a client-centric, multi-level service - near to that of a “family office” model. As our breadth of services grows along with the rules and regulations, we are focused on evolving and growing ahead of it.

A. Yes, there are many. Some of the biggest include providing you access to a second set of eyes on your plan, additional insights from another voice, increased availability and a contingency plan should something happen to one of our team members.

A. Know one, but not the other? Not sure which advisor you’ve worked with before? View their bios to learn more about Joe, Joel and the rest of the team.

A. Yes, thank god!

A. We certainly are. As a matter of fact, neither person was willing to legally change their name, so feel free to refer to us as Beck and Cronin if there is any confusion.