Hourglass Planning

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Mikeal D Davis

Mikeal D Davis

CFP®, CLU®, ChFC®, RICP®

Private Wealth Advisor

Visit Mikeal D Davis's website
Advisor photo for Grant Stewart

Grant Stewart

Financial Advisor

Visit Grant Stewart's website


Team

Nancie Ryan

Nancie Ryan

Client Service Manager,

Administrative Assistant