We are a comprehensive advisory firm that seeks to assist motivated individuals, families and small businesses. We aspire to facilitate the discovery and fulfillment of their financial promises. We employ our disciplined process to achieve customized and tax-optimized solutions. Our firm combines both holistic focus and expertise with a client- centric service experience. We enable our clients to attain a secure peace of mind with a life of dignity and independence.

Kellie Bair
Director of Financial Services
Michael Bayless, JD
Financial Advisor
Sandi Burgin
Senior Staff Accountant
Ben Crane, CPA
Senior Staff Accountant
Nicole Heugel
Client Experience Specialist
Conny Johnson
Staff Accountant
Jenelle Massa
Accounting Manager
Madison Mason
Staff Accountant
Jessica Reeves
Client Operations Specialist
Jodie Stoner
Staff Accountant
Erin Thomson
Senior Staff Accountant
Dee Wenk
Staff Accountant