What We Do

When We Help

Who We Are

Resources

Locations

What We Do

When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®

Resources

Our Latest Insights

Jude Boudreaux Featured in ThinkAdvisor Article

One Step at a Time: Getting through the Early Stages of Widowhood

Our Webinars

4 Strategies for a Smarter College Search

Investing in an Uncertain Tomorrow

Locations

Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.