Team profile

About us

We know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.

Our team works together to help meet your specific needs. You are welcome to contact any member of our team, at any time, with questions or concerns. Click here to view our organizational chart.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Retirement Plan Distribution
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Insurance
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Small Business

Community participation

  • Glendale Chamber of Commerce - Members
  • Clinica Esperanza, Honduras - Stephen Harnden, Board Member
  • Christ's Church of the Valley (CCV) - Matt MacLean, Member (CCV Stars Basketball and Football Coach)