Our Process

Our Process

We create strategies that are tailored to your goals.

Meet the Team

Meet the Team

We're prepared to guide you through life's transitions. 

Shared Values

Shared Values

We operate our business with ethics and integrity.

Resources

Resources

Let's talk about your investment strategies.

We Work For You

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We will work to understand your situation, identify your dreams and goals, and understand your risk tolerance.

What Does Your Work-Optional Lifestyle Look Like?

What Does Your Work-Optional Lifestyle Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Paul Keeton

Paul Keeton

Vice President, Advisory Solutions

Hilary  Pluemer, CFP®

Hilary Pluemer, CFP®

Director of Practice Management

Nicole  Marsh, CFP®

Nicole Marsh, CFP®

Account Manager - Advisor Marketing and Communications

Caryn Borden

Caryn Borden

Operations and Service Manager

Wes Shindler

Wes Shindler

Compliance Officer

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