Our mission is to foster a transparent, goal-oriented relationship with every client. We consistently measure their progress and help them to find a holistic risk/reward balance in each aspect of their financial lives.


close

Team photo
Team photo

View Larger


Our advisors

Randy White

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randy White Visit Randy White's website

Randall White

CFP®, APMA®

Associate Financial Advisor

Learn more about Randall White Visit Randall White's website

Paige Krause

Associate Financial Advisor

Learn more about Paige Krause Visit Paige Krause's website


Our team

Brandon Hyde

Brandon Hyde

Financial Planning Analyst

Annie Beeler

Annie Beeler

Client Service Coordinator