building a relationship
We Value Your Trust
Guiding you to and through your retirement is a privilege for us. We know you worked hard for your money and trusting someone to manage it requires a high level of confidence. The work we do is more than plans and strategies—a strong relationship with you is just as important. We want to build a lasting relationship with results you can rely on.
Erik Christman
CFP®, CPA
MANAGING PARTNER
Patrick Walsh
CFP®
PARTNER, SENIOR ADVISOR, CCO
Tyler Henderson
CFP®
SENIOR ADVISOR
Harrison Wolfe
CFP®
ASSOCIATE ADVISOR
Carolyn Smith
EXECUTIVE ASSISTANT