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Our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your family's needs. Our focus on client satisfaction and specialized attention combined with our industry knowledge and training creates a climate of success.

Nathan Kinard CFP®

Co-Founder and CEO

Mac Barnes CFP®

Co-Founder and President

Steve Scott

Financial Representative

Raymond L Bertasi CLU®, ChFC®, CFP®


Cameron Kremers CFP®, ChFC®, RICP®

Financial Advisor

Eric Seaman

Associate Financial Representative

Levi Wolters

Chief Operations Officer

Abigail Augusta Lee

Client Onboarding Specialist

Kevin Richardson

Financial Planning Analyst

Matthew Snook

Director of Client Services