Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Lineal Wealth Advisors
Team photo for Lineal Wealth Advisors

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Our advisors

Advisor photo for Stephanie Hosier

Stephanie Hosier

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Stephanie Hosier Visit Stephanie Hosier's website
Advisor photo for Levi M Dutton

Levi M Dutton

CRPC

Financial Advisor

Learn more about Levi M Dutton Visit Levi M Dutton's website


Our team

Christy Dwyer

Christy Dwyer

Practice Manager