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Home
About
Our Team
Our Philosophy
Ideal Clients
Our Services + Pricing
Next Steps
Let’s Talk
Blog
Careers
Client Portals
Our Team
Geoff Hall
CFP®
Owner | Financial Advisor
Jared Korver
CPA, CFP®
Owner | Financial Advisor
Ryan Smith
CFP®, RICP®, CTS™,
MSFP
Owner | Financial Advisor
Ellen Martin, CWS®
Financial Planner
Daniel Logan, CFP®
Financial Planner
Patty Hall
Compliance Officer
Sam Bass
Founder Emeritus