About

A one-size-fits-all financial plan is a thing of the past. Our veteran team creates comprehensive plans built specifically for you and your family. You’re unique. Your plan should be too.

A team to lean on

Whether you’re planning on growing your retirement assets or protecting them for your family, our team will take the time to get to know you to help ensure that you’re equipped with a plan custom-tailored to your situation.
Financial Advisors

  • Matt Jones

    Financial Advisor │ Fiduciary

  • Mike Lester

    Founder │ CEO

  • John Jansen

    Financial Advisor │ Fiduciary

  • Jim Bailey

    Financial Advisor │ Fiduciary

  • Bryan Bentley

    Financial Advisor │ Fiduciary

  • John Newell

    Financial Advisor │ Fiduciary

  • Ben Kochera

    Financial Advisor │ Fiduciary

  • Stacy Fusco

    Financial Advisor │ Fiduciary

  • Matt Jones

    Financial Advisor │ Fiduciary

  • Mike Lester

    Founder │ CEO

Staff

  • Johanna

    Client Services Representative

  • Sarah

    Practice Manager

  • Barbara

    Operations Manager

  • Nancy

    Operations Support

  • Annabelle

    Systems Integration Specialist

  • Kaylee

    Senior Billing Specialist

  • Debbie

    Senior Client Services Representative

  • Katie

    Client Services Representative

  • Medelin

    Client Services Representative

  • Isabella

    Branch Manager

  • Janet

    Client Relations and Events Coordinator

  • Brian

    Client Coordinator

  • Blake

    Client Services Representative

  • Johanna

    Client Services Representative

  • Sarah

    Practice Manager

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