Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Matthew Carr

MS, CRPC, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Matthew Carr Visit Matthew Carr's website

Jason Seefeld

MS, CFP®, CPA

Financial Advisor

Certified Public Accountant
Learn more about Jason Seefeld Visit Jason Seefeld's website


Our team

Stacy Seefeld

Client Service Specialist