With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for John Voight

John Voight

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Voight Visit John Voight's website
Advisor photo for Jason Ortiz

Jason Ortiz

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Ortiz Visit Jason Ortiz's website
Advisor photo for Matt Farver

Matt Farver

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matt Farver Visit Matt Farver's website


Our team

Jessica Peeden

Jessica Peeden

Office Manager

Qualifications

  • Notary Public
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Jessica Martin

Jessica Martin

Executive Assistant

Qualifications

  • Notary Public
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Katie Bazhaw

Katie Bazhaw

Client Service Specialist

Qualifications

  • Notary Public

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Jennifer Wardlaw

Jennifer Wardlaw

Operations Specialist