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 Kelly Woerdeman

Kelly Woerdeman

MBA, CRPC, CMFA®, APMA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Kelly Woerdeman Visit Kelly Woerdeman's website

Michael Wallander

CFP®

Financial Advisor

Learn more about Michael Wallander Visit Michael Wallander's website