Our Pricing

Jason Schmitt, CFP®, CPWA®

Jason Schmitt, CFP®, CPWA®

Lead Advisor, Managing Partner, Chief Financial Officer

Richard Vanden Boogard, CFA

Richard Vanden Boogard, CFA

Lead Advisor, Partner, Chief Investment Officer

Adam Sweet, CFA, CFP®

Adam Sweet, CFA, CFP®

Senior Portfolio Manager, Partner

Brooke Wolverton, CFP®

Brooke Wolverton, CFP®

Associate Wealth Advisor

Chris Johnson, CFP®, EA

Chris Johnson, CFP®, EA

Wealth Advisor

Erik Barker, CFP®

Erik Barker, CFP®

Associate Wealth Advisor

Katie Thomas

Katie Thomas

Paraplanner & Marketing Specialist