Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Craig CJ Jensen

Craig CJ Jensen

CFP®, CPA

Private Wealth Advisor

Managing Director
Learn more about Craig CJ Jensen Visit Craig CJ Jensen's website
Tim Silver

Tim Silver

Financial Advisor

Practice Manager
Learn more about Tim Silver Visit Tim Silver's website
Thomas Gallo

Thomas Gallo

Associate Financial Advisor

Learn more about Thomas Gallo Visit Thomas Gallo's website

Our team

Cody Adams, CPA

Cody Adams, CPA

Financial Planning Assistant

Jesus Martinez-Garcia

Jesus Martinez-Garcia

Financial Planning Assistant

Jennifer King

Jennifer King

Financial Planning Analyst

Craig Dannenbrink

Craig Dannenbrink

Office Manager,

Client Relationship Manager

Personal Intro

supports and oversees our client outreach team, and schedules on behalf of CJ. He also plans and coordinates client appreciation events and informational seminars, as well as maintains our social media presence.

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Kyle Benter

Client Service Manager

Lisa Brennan

Lisa Brennan

Executive Assistant,

Client Concierge

Personal Intro

is our first point of contact greeting clients since 2015 *She is the voice and smile of our team while helping to organize day to day activities.

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