Our firm was built from a group of established, successful advisors with the same philosophies on how to run our business- we build authentic relationships and deliver only the best service and products to our clients. With decades of experience between us, we understand the complexities of the industry and found that all too often there is a conflict of interest based on the company and what products are suggested to clients. We came together to build an independent firm where we have access to the best investment and insurance solutions, new opportunities and innovative tools and operate with only your best interest at heart. Clients deserve a team who truly care and take a very personal approach. We sit down and get to know a person, their family and their goals before we build a custom plan. At every stage of your financial journey, we will be there to give unbiased advice and advocate for your best interest.
With years of financial planning experience, we understand the importance of not only building the future you want, but protecting it. Your insurance needs are just as unique as your financial goals and deserve the same level of care. You shouldn't have to find a different firm to help. Our team will put together all the protective measures you need to protect those you love and what you have built.
Together, we work with you to find the balance so you can live your life to the fullest today while also building and protecting your future. Our goal is to be your trusted advocate for life.
We are an independent firm who pride ourselves on building genuine connections and giving honest, straightforward and unbiased advice at all times.
Accessibility and reliability are paramount; whether you have questions, need visibility into accounts or need to make a change, we strive to deliver
best-in-class service.
We are passionate about the industry and are proactive to learn any and all new strategies to give you the best investments and solutions available in the market.
Building winning strategies is our goal. There is a lot of time, personalization, expertise and strategy that goes into creating the right plan for your family. We strive to build and protect your wealth and possessions so they serve not only you, but the generations that follow.
We are a group of like-minded advisors aiming to serve both our clients and a greater purpose. We are proud to contribute a percentage of our profits to local charities.
Our investment philosophy is aligned with each family’s unique financial plan. Our success is not determined by beating an arbitrary index or by winning in the short-term. We define the success of each family in the financial planning process and we pride ourselves on developing a custom investment strategy that is responsive to those unique needs.
Founder & Chairman
President & Chief Compliance Officer
Founding Partner
Founding Partner
Founding Partner
Partner
Partner
Director of Investments
Sr. Advisor
Sr. Advisor
Sr. Advisor
Sr. Advisor
Sr. Advisor
Sr. Advisor
Managing Partner of L5 Wealth Planning
Sr. Advisor
Jeff Davidson
Kyle Wardlaw
Andy Nichols
Chris Wells
Paul Schappert
Andy Warren
Rodney Tracer
Andrew Szugyi
Connor Greenberg
Peter Warren
Zachary Treu
Daniel Paschke
Robert Barre
Phil Flores
Colton LaRue
Dillon Farrell
