Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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Destiny makes our operation go and has been with us since 2014. She'll often be the first person you talk to if you call the office, she prepares all reports that help us serve our 600+ clients every month, she onboards new clients, creates all forms and applications for eSignatures, ensures all client records are updated, handles death claims and so much more.We literally couldn't do what we do for clients without her.
Kenzie works with our financial planning clients to help them keep plans updated throughout the year. She runs our planning software and collaborates with clients in calls or over Teams to track progress towards goals, scenario plan in real time and update plans through our online portal. With over 200 planning relationships (and always growing), Kenzie is integral to what we do.
Kenzie is in the licensing process.
Ethan is communicating with clients all day long, following up on action items related to investments or financial plans, or simply calling clients back with answers to questions. With over 600 clients and a goal of no more than 1 hour response time to questions or requests, Ethan plays a critical role keeping clients connected with us and ensuring a terrific client experience. Ethan is in the licensing process.
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