With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Brandon Hayes

Brandon Hayes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brandon Hayes Visit Brandon Hayes's website
Advisor photo for Jay D Jacobs

Jay D Jacobs

CFP®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Jay D Jacobs Visit Jay D Jacobs's website
Advisor photo for Mark Powers

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Powers Visit Mark Powers's website
Advisor photo for Ryan Hayes

Ryan Hayes

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Ryan Hayes Visit Ryan Hayes's website
Advisor photo for Liz Alles

Liz Alles

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Liz Alles Visit Liz Alles's website


Our team

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Specialist

Benjamin L. Franz

Benjamin L. Franz

Investment Manager

Shelly Spain

Shelly Spain

Client Service Manager

Jennifer Fair

Jennifer Fair

Client Service Coordinator

Mackenzie Schmidt

Mackenzie Schmidt

Marketing Manager

Karen Lively

Karen Lively

Paraplanner

Lisa Libbert

Lisa Libbert

Client Service Coordinator