Our mission is to be your partner through your financial journey. We will work with you to understand where you are, where you want to go, and together, develop a plan to get there. As life unfolds, we help you navigate the unexpected to get back on track or change course. Our life’s work is to help you define your legacy and ultimately witness your success story.
Averi is an avid reader and enjoys listening to podcasts related to research on wholehearted living and leadership practices. She enjoys spending time with her family and fur friends (her dog Bailee and two cats, Charles and Freya). As a young entrepreneur, Averi understands the value of advice when taking financial risks to reach her goals and the importance of a holistic approach to financial planning.
As a wife and mom, Karen considers her number one priority to be family time, which many times includes cooking or baking for those she loves. She and her husband, Lynn have been married for close to 30 years. In addition to their adult twins, they also have a German Shepherd named Liberty. Karen brings a unique set of skills to the team, with her knowledge of the later part of the financial lifecycle.
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