With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.
In Ashley’s free time, she loves to be outside! She and her family have a camp in the mountains, and one at the lake. During weekends, she, and her family love to go side by side riding and boating. Ashley also loves to feed her excessive habit of online shopping.
Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.
In Maggie’s free time, she likes to spend time with her daughter Olivia and husband Dave. She also enjoys running and reading.
Jennifer enjoys spending time with her family, hiking/exploring new areas, skiing, beach trips, playing with her dog and watching a great TV series.
Kellie enjoys being outdoors and staying active by traveling, skiing, boating, hiking, playing sports and working out. She also loves curling up to read and relax.
Besides spending time with her husband, Matthew and cat, Grayson, Barbara likes to go to estate and tag sales, as well as farmers’ markets and church festivals. She is an avid reader and she crochets. Barbara is the genealogist in the family. Her family tree on Ancestry.com has over 12,300 people.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting us to help you achieve your financial goals.
The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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