We believe a team approach is the most effective method to help clients who have a wide variety of needs as they navigate a complex financial-services world.
Though clients have one primary planner, financial plans are peer reviewed to leverage different areas of expertise and experience to make sure they're well taken care of now and into the future.
No one strategy fits everyone, which is why every client gets personalized attention. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Adam Dodge, CFP®
Director of Financial Planning Support | Shareholder
Amanda Taylor, CFP®
Financial Planner | Shareholder
Angie Pingel
General Counsel and Chief Compliance Officer | Shareholder
Bailey Pingel
Chief Rollover Specialist
Dawn O'Neill
Operations and Client Experience Specialist
Jessica Walker
Portfolio Analyst and Trading Operations
Joe Dailey, CFP®
Chief Investment Officer | Shareholder
Kathy Real
Operations and Client Experience Specialist
Lisa Dregne, CFP®
Financial Planner
Matt Goihl, CFP®, ADPA®
Chief Executive Officer and Financial Planner | Shareholder
Mike Arnow, CPA
Financial Planner and Shareholder Emeritus (Retired)
Client Centered Financial Planning
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on listening to your needs, wants, and long-term goals.