Our Team

Our people are the foundation of our client-centric approach and advice model.

Every member of our advisory, planning, and service team has been carefully selected to deliver a unique experience that drives results for you. Everything they do is grounded in our core values, investment philosophy and mission of making a difference. We count on each of these incredible people to consistently deliver high quality service and to demonstrate the value of our principles and philosophy.

Bethany Boschert
Director of Operations & Chief Compliance Officer

Bethany Boschert

Brooklyn Maldonado
Financial Advisor

Brooklyn Maldonado

CFP®
Bryce Coy
Financial Advisor

Bryce Coy

David Dwyer
Principal & Financial Advisor

David Dwyer

CFP®, AAMS®, APMA®, CRPC®
Heather Hardman
Director of Client Service

Heather Hardman

Jeff Hrabe
Financial Advisor

Jeff Hrabe

CFP®
Emma Milan
Planning Associate & Marketing Coordinator

Emma Milan

Sam Murray
Retirement Programs Manager

Sam Murray

AIF®
Joe Nafziger
Financial Advisor

Joe Nafziger

CFP®
Michelle Pace
Associate Advisor

Michelle Pace

Shawna Pilsl
Relationship Manager

Shawna Pilsl

Chris Proctor
Principal, Chief Investment Officer & Financial Advisor

Chris Proctor

CIMA®
Andrew Rogers
Principal & Financial Advisor

Andrew Rogers

CFP®, CBVS®
Jacob Watts
Principal & Financial Advisor

Jacob Watts

CFP®, APMA®, CRPC®
Mike Wren
CEO, Managing Principal & Financial Advisor

Mike Wren

CFP®, CDFA®

Let’s See if We’re the Right Fit

Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.