Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Charitable Giving Strategies
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Women's Financial Strategies
  • Financial Planning for Small Business
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • William Grubbs, Forbes Best-in-State Wealth Advisors, 2026
  • Evercy Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • William Grubbs, Five Star Wealth Manager, 2024-2025
  • William Grubbs, Ameriprise Circle of Success, 2020-2025
  • Evercy Wealth, Ameriprise Client Experience Award, 2020-2022, 2024-2025
  • Mike Kennedy, Ameriprise Ultimate Digital Excellence Award, 2022, 2024
  • William Grubbs, Ameriprise Ultimate Digital Excellence Award, 2022, 2024
  • Adam Worthy, Ameriprise Ultimate Digital Excellence Award, 2024
  • Mitchell Cohen, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation