Our Team

We are committed to constantly enhancing our knowledge and services to provide you with the highest level of expertise.  We have developed the educational background to provide you with the breadth and depth of knowledge you should expect from your advisor.   Our background equips us to advise you on the financial components of a decision, and our experience and wisdom allow us to understand and evaluate the non-financial aspects.

Considering the complexity of both the investment and tax landscape, having an advisor who understands the full implications of all your financial decisions is key. By housing CPAs as well as individuals who carry the CERTIFIED FINANCIAL PLANNER™ designation, we feel uniquely qualified to advise you on all areas of your financial life.

We enjoy working with a broad array of clients and truly have a passion for helping and educating others.

Brian Preston

Bill Cleveland

Bo Hanson

Nicki Epps

Priscilla Luna