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Collin BrownFinancial Planner
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Scott Buffa, CFAFinancial Planner
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Betsy Kocour, CFP®Financial Planner
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Thomas Meeker, CFP®Financial Planner
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Zach Olson, CFP®Financial Planner
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Sierra Schlesner, CFP®Financial Planner
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Brett Basom, CPATax
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Noelle Caldwell, CPATax
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Candace Varner, CPATax, Partner
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Keli Wike, CPATax
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Tyler WoodrumTax
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James McKain, JDLegal
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Nick PageLegal
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Daniel Sprout, JDLegal, Partner
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Brian WilliamsLegal
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Jessica HosmannOperations
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Kelsi HuntOperations
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Julie LongOperations
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Cassie SmithOperations
Services Offered
- Comprehensive Wealth Management
- Investment Management
- Tax Preparation & Planning
- Trusts & Estate Planning
- Financial Planning
- Retirement Planning
- Insurance
- International Services
Meet Your Team

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.