We're different than other investment advisory firms.

Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free.

Founder and Chief Executive Officer, Advisor

Who makes up your family? My wife Chris and I enjoy three adult daughters, two sons-in-law, and six grandchildren. When...

Director of Financial Planning, Advisor

Who makes up your family? My wife Carly, and I were married on the beach in Aruba in the summer of 2019. We recently...

Director of Tax Services, Advisor

Who makes up your family? My husband Jonathan and two daughters Talen (13 years old) and Jonna (6 years old).

What do...

Director of Client Services, Advisor

Who makes up your family? I have three sons and eight grandchildren. On November 10th, 2018 I married David Page...

Director of Investment Research, Advisor

Who makes up your family? My wife Shelly, daughter Ryesen, and son Ryver.

What do you enjoy most about your work? I...

Director of Community Outreach, Advisor

Who makes up your family? Dan, my spouse and adventure partner for over 40 years, three daughters (Jennifer, Jessica and...

Chief Compliance Officer, Associate Advisor

Who makes up your family? My husband, Damon, three college aged sons and one daughter in high school.
 
What do you...

Office and Human Resources Manager

Who makes up your family? I am the proud mother of a son, Scott, and two daughters – Kate and Annie, who are fully...

Associate Advisor

Who makes up your family? My husband, Blake and my son, Dallas.

What do you enjoy most about your work? I enjoy my co...

Administrative Tax Coordinator

Who makes up your family? My husband Scott, three children - Kyle, Carter, and Kate along with our four cats – Charlie...

Assistant Advisor

Who makes up your family? Me and my four children.

What do you enjoy most about your work? Our clients!  The best...

Assistant Advisor

Who makes up your family? My parents, Robin and Carl and my two brothers, Joe and Carson

What do you enjoy most about...

Assistant Advisor

Who makes up your family? My fiancé Cade, daughter Rowynn Marie, and bonus daughter MaKoy.

What do you enjoy most...

Office Assistant

Who makes up your family? My three children…Keaton, Kyndal & Kash.
  
What do you enjoy most about your work? Getting to...

Administrative Assistant

Who makes up your family? My husband Hunter and my son Jasper make up my family.
  
What do you enjoy most about your...

Receptionist/Office Assistant

Who makes up your family? My husband Clint, son's Hudson & Levi, and daughter Hailey.
  
What do you enjoy most about...

 

Let’s plan for some serious freedom.

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