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.
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Kristin manages the firm's calendar and handles all the scheduling for the Advisors. She enjoys spending time with her husband, Leigh, and their three children: Jess, Lily & Logan. Kristin loves to travel! Her favorite vacation destination is anything tropical, but her adventurous husband and their children prefer hiking in the mountains; so they enjoy a bit of both!
Kristen handles all of our applications to ensure sure the team's advice and recommendations are processed timely and efficiently. She and her husband Chris have four children: Ryan, Kelly, Ashley, and Megan. Kristen values time with family and enjoys attending kids’ sporting events, traveling, and spending time with friends.
Wendi has been with the practice since 2009! She is responsible for all the marketing communication for the practice and ensures every client receives outstanding service. Wendi is married to Tim, and they have three children. She enjoys spending time with her family and friends, entertaining, cooking, and traveling, but most of all, she loves spending time with her grandkids.
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