Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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