FOUNDER STORY

"For us, a financial strategy is so much more than a retirement plan. It's about creating a plan that enables you to live passionately and adventurously now." -Chris Young & Andy Inman

Having 29 years of combined experience working in the industry, Andy Inman and Chris Young set out to offer fellow outdoor enthusiasts an alternative solution to wealth management - one that caters to individuals with a passion-fueled lifestyle and enables them to live in the now rather than waiting for retirement.

Active outdoorsmen ourselves, we want our partners to see financial strategy as the foundation for your adventure plan -whether that’s helping you in planning to take a year off to hike the Appalachian Trail or taking a two week heli-skiing trip every year- guiding you in managing your wealth to fit your life is our top priority.


Our advisors

Our team

Katie Howe

Katie Howe

Registered Client Associate

Personal Intro

  • BA in Political Science, Minor in US History, University of Colorado, Boulder
  • Mother to two grown children, Taylor (Wellesley College) and Jacks (University of Colorado, Boulder)
  • In my free time you will find me being an AVID football fanatic, working out, running trails, and planning for summer camping!

Roles & Responsibilities

  • Managing Client Relationships
  • Providing Support on Products and Services
  • Licensed & Registered
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Valerie Miller

Valerie Miller

Client Service Associate

Personal Intro

  • B.B.A. in Finance - Texas Tech University
  • Married to Ronnie for 40 years
  • Mom to two grown children, Bailey & Riley
  • "Lovie" to granddaughter, Everly
  • My free time is spent gardening, going to our lake house, and playing with my two dogs

Roles & Responsibilities

  • Scheduling, preparation, and participation in client meetings
  • Processing business
  • Being available for client phone calls and questions
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Vanessa Martinez

Client Service Associate

Personal Intro

  • Married to Tony with two children, Janessa and Roman
  • Born and raised in San Antonio, TX
  • I love watching and reading true crime stories. I also love spending time with my family

Roles & Responsibilities

  • Participates in client meetings
  • Processes business
  • Available for client questions
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