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

Rachel Elizabeth Year Fahrenkrug

CFP®, CEPA®, CKA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Rachel Elizabeth Year Fahrenkrug


Our team

Ed Fahrenkrug

Ed Fahrenkrug

Marketing Senior Director

Jeff Adams

Jeff Adams

Paraplanner

Rebekah Diers

Rebekah Diers

Client Service Specialist