Peace of Mind:
A well-thought-out financial plan

Financial Control:
A clear view of the "Big Picture"

Trust:
Qualified advisors who evoke confidence

Fiduciary:
Advisors always acting in your best interest

Responsiveness:
Direct access to the principals of the firm

Who We Are

STEPHEN R. MOORE, CFP ®

Steve Moore`s background includes a B.S. in Economics and an MBA in Finance from the University of Wisconsin and over 35 years` experience in investment banking, financial consulting and investment management.

During his evolution from investment banker to financial advisor, Steve demonstrated his commitment to his profession by obtaining his Certified Financial Planner (CFP ®) designation. In 1985, Steve was admitted to The Registry of Financial Planning Practitioners, the only comprehensive standard-setting program in the financial services industry.

Steve served as a three-term member of the Board of Directors of the Dallas Society of the Institute for Certified Financial Planners and has been a member of the adjunct faculty of the College for Financial Planning, Denver, Colorado. He served on the Investment Advisory Committee for the City of Colorado Springs from 1992 to 1997.

Steve is President/CEO of Partners Capital Management, Inc.

ELLEN J. POWERS, CFP ®

Ellen Powers has a well-diversified background in financial services. During a career spanning over thirty-five years, she spent the first four years in the life insurance industry, followed by six years in the design and administration of qualified retirement plans.

Since 1982, Ellen has been providing comprehensive financial planning services in the areas of taxes, investments, insurance, employee benefits, business continuation, and estate planning.

Ellen graduated magna cum laude from Eastern Michigan University with a B.B.A. degree in Finance. She earned her Certified Financial Planner (CFP ®) designation through the College for Financial Planning in Denver in 1987.

Ellen is Executive Vice President and Chief Operating Officer of Partners Capital Management, Inc.