One Team,
Total Financial Wellness.

At Consortium of Professional Providers (CPP), we understand the unique financial journey of medical professionals.  Balancing demanding careers, significant student loan debt, high tax brackets, and the desire to build a secure family structure can be overwhelming.  We offer a truly holistic approach to wealth building, efficiently coordinating the knowledge of financial professionals, attorneys, CPAs, and other specialized professionals to deliver the financial and tax wellness healthcare heroes deserve.

Our Mission

Consortium of Professional Providers is a collaborative network dedicated to closing the wealth gap and helping to secure a prosperous future for medical professionals and their families. We provide clarity and confidence where confusion often reigns.

We’re Not Just Another
Financial Advisory Firm

Consortium of Professional Providers is a collaborative network dedicated to closing the wealth gap and helping to secure a prosperous future for medical professionals and their families. We provide clarity and confidence where confusion often reigns.

Our Areas of Focus

Meet Your Guiding Partners in Comprehensive, Collaborative Wealth Building

Program Manager

Founder of CPP

Team Leader

CEO & Principal Attorney Pinnacle Legacy Law

Founder of Legacy Leader Network

Our Client Coaching and Mentoring Packages

Unlock Fact-Packed Tax and Retirement Resources

Discover in-depth financial resources hand-picked to deliver the clarity and confidence medical professionals need with retirement finances and taxes.

Holistic Wealth Strategies: Empowering Medical Professionals' Financial Futures

Our goal is to help you create and optimize a solid financial strategy year after year. We offer ongoing coaching and support tailored to your evolving needs.