RESOURCES

Waterloo Capital is a wealth management firm that provides comprehensive financial planning and advisory services. They focus on achieving their financial goals through tailored strategies and expert guidance. 

Charles Schwab is a financial services company offering investment managing, trading platforms, and banking services. It provides individuals with tools and resources to achieve their finacial goals. 

Black Diamond is a portfolio management platform designed for financial advisors, offering tools for performance reporting and client communication. It helps streamline operations and enhance the client experience.