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 have two...

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 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...

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...

Advisor

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

Advisor

Who makes up your family? I have been married to my wonderful wife, Ashley, since 2005. I have 3 amazing kids…Benjamin...

Office Manager

Who makes up your family? My husband Scott, three children - Kyle, Carter, and Kate.

What do you enjoy most about...

ASSOCIATE ADVISOR

Who makes up your family? My family consists of my wife, Allie, and our daughter Olivia Layne - who we welcomed into the...

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...

Associate Advisor

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

What do you enjoy most about...

Client Relations Manager

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

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

Operations Specialist

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

Sr. Administrative Assistant

Who makes up your family? My significant other, Jeremy, and two sons, Caleb and Tyce.
 

What do you enjoy most about...

Administrative 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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