Core Values

INTEGRITY

We do what’s right - especially when no one’s looking.
Our foundation is built on trust, honesty, and doing right by the families we serve. Like the generations before us, we lead with principles.

FAMILY

Everything starts with who you care for.
From our origin story to the way we serve, family is at the heart of every decision we make. Keeping watch over the nest isn’t just a metaphor—it’s our mission.

RESILIENCE

Strength is built across seasons.
Inspired by the red bird’s symbolism, we show up with hope, adaptability, and focus - helping clients weather change while staying grounded in their goals.

STEWARDSHIP

We don’t just manage money - we help you build your legacy.
Clients trust us with more than assets. They trust us with vision, values, and the responsibility of guiding future generations.

GRATITUDE

We never forget where we came from.
Whether it’s a story, a handshake, or a red bird on a branch, we find meaning in small moments and treat each relationship with lasting respect.

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Team photo
Team photo

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Our advisors

Dusti Calander

CRPC™, CEPA®

Private Wealth Advisor

Learn more about Dusti Calander Visit Dusti Calander's website


Our team

Robert Vigus

Robert Vigus

Paraplanner

Qualifications

  • BBA Economics - UNT
  • MA History - UNT
  • Working in the financial planning industry since 2007

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Prepare reports, data and financial plans for Dusti to use in client meetings
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Jennie Whiffin

Jennie Whiffin

Client Concierge,

Event Planner

Qualifications

  • Bachelor’s Degree in English - BEng
  • Master’s Degree in Educational Leadership - M.Ed Leadership
  • 15 years of teaching High School English

Roles & Responsibilities

  • Plan and manage office and client events
  • Schedule Client Meetings
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Stephanie Kunego

Stephanie Kunego

Client Service Specialist

Qualifications

  • B.S. in Corporate Wellness Management - John Brown University

  • 14+ years of experience as an Account Executive in Education Technology

  • 10+ years of experience as a Certified NASM Personal Trainer

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Directs and manages client contact to ensure client satisfaction
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Jodi Auerbach

Jodi Auerbach

Executive Assistant

Qualifications

  • Over 30 years experience as Executive Assistant and Office Manager

  • Success in supporting senior leadership across department, ensuring seamless day-to-day operations

  • Organizational and multitasking abilities in fast-paced dynamic environment

Roles & Responsibilities

  • Manage and maintain executive schedules, including meetings, appointments, travel arrangements and calls
  • Handle confidential information with discretion and professionalism
  • Coordinate logistics for internal and external meetings, including venue setup, catering and technology needs
  • Maintain professionalism and a high level of client service in all interactions
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Carly Gillette

Carly Gillette

Client Service Specialist,

Marketing Specialist

Personal Intro

Carly is a powerhouse of client relations, marketing insight, and operational support. She plays a key role in keeping our team organized and our clients happy, ensuring every interaction runs smoothly. Originally from Plymouth, Utah, Carly now calls Allen, Texas home. Outside of work, she’s a devoted mom who loves horror movies and staying active in her kids’ school community.

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