Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Randall Benedict

Randall Benedict

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Randall Benedict Visit Randall Benedict's website
Advisor photo for Amanda Barwick

Amanda Barwick

CFP®, APMA®

Financial Advisor

Learn more about Amanda Barwick Visit Amanda Barwick's website


Our team

Chelsea Solberg

Chelsea Solberg

Administrative Assistant