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.


Our advisors

Advisor photo for Jason Medin

Jason Medin

CFP®, ChFC®, CLU®, CRPC, APMA®, CKA®, CAP®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Jason Medin Visit Jason Medin's website
Advisor photo for Mike Dorsey

Mike Dorsey

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Mike Dorsey Visit Mike Dorsey's website
Advisor photo for Clinton J Faust

Clinton J Faust

CFP®

Financial Advisor

Learn more about Clinton J Faust Visit Clinton J Faust's website
Advisor photo for Daniel T Farniok

Daniel T Farniok

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Daniel T Farniok Visit Daniel T Farniok's website
Advisor photo for James Braaten

James Braaten

AAMS®, AWMA®

Financial Advisor

Business Financial Advisor
Learn more about James Braaten Visit James Braaten's website


Our team

Jeff Wilson

Jeff Wilson

Client Relationship Manager

Jessica Jeffrey

Jessica Jeffrey

Client Service Coordinator,

Executive Assistant
Liz Marciniak

Liz Marciniak

Client Service Coordinator

Christy Froyd

Administrative Assistant