workers
Who We Are

We bring clarity and discipline to your financial future, helping you avoid the traps and obstacles that keep you from reaching your financial goals.

dan_wilson
Daniel W. Wilson

CFP®, Managing Director

naomi_ackley
Naomi Ackley

Operations Manager/CCO

robert_dignan
Robert T. Dignan

CFP®, AIF®, Financial Advisor

anna_jaeger
Anna Jaeger

CFP®, Financial Advisor

beth_tessar
Beth Tessar

Client Service Associate

toby_prestegaard
Toby Prestegaard

CFP® ChSNC® CASL® RICP® ChFC® CLU®, Financial Advisor

joshua_kettleson
Joshua M. Kettleson

MBA, CFP®, Financial Advisor

Christo
F. Christopher Schultz

Financial Advisor, MBA, CFP®

Steve Hofmann
Stephen Hofmann

Financial Advisor, J.D., CPA, CFP®

Stephanie Jacobs Headshot
Stephanie Jacobs

Financial Advisor, MBA, AFIM®