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.



Our advisors

Advisor photo for Randy White

Randy White

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randy White Visit Randy White's website
Advisor photo for Randall White

Randall White

CFP®, APMA

Associate Financial Advisor

Learn more about Randall White Visit Randall White's website
Advisor photo for Paige Krause

Paige Krause

Associate Financial Advisor

Learn more about Paige Krause Visit Paige Krause's website


Our team

Janice Marsh

Janice Marsh

Client Service Coordinator

Qualifications

  • Over 30 years of administrative experience

Roles & Responsibilities

  • Provides administrative support to the team
  • Client appointment preparation
  • Client service follow up
  • Maintains electronic records
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