About Us

Company History

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.

Company History
Company History

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.

Values

Our business is anchored by authenticity and trust

We are an independent firm who pride ourselves on building genuine connections and giving honest, straightforward and unbiased advice at all times.

We practice relentless
service

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 love
what we do

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.

Your success
is our Victory

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 aligned by our calling for stewardship

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.

Meet The Team

Jeff Davidson
Jeff Davidson

Founder & Chairman

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Kyle Wardlaw
Kyle Wardlaw

President & Chief Compliance Officer

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Andy Nichols
Andy Nichols

Founding Partner

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Chris Wells
Chris Wells

Founding Partner

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Paul Schappert
Paul Schappert

Founding Partner

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Andy Warren
Andy Warren

Partner

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Rodney Tracer
Rodney Tracer

Partner

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Andrew Szugyi
Andrew Szugyi

Director of Investments

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Connor Greenberg
Connor Greenberg

Sr. Advisor

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Peter Warren
Peter Warren

Sr. Advisor

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Zachary Treu
Zachary Treu

Sr. Advisor

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Daniel Paschke
Daniel Paschke

Sr. Advisor

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Robert Barre
Robert Barre

Sr. Advisor

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Phil Flores
Phil Flores

Sr. Advisor

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Jeff Davidson

Founder & Chairman

Kyle Wardlaw

President & Chief Compliance Officer

Andy Nichols

Founding Partner

Chris Wells

Founding Partner

Paul Schappert

Founding Partner

Andy Warren

Partner

Rodney Tracer

Partner

Andrew Szugyi

Director of Investments

Connor Greenberg

Sr. Advisor

Peter Warren

Sr. Advisor

Zachary Treu

Sr. Advisor

Daniel Paschke

Sr. Advisor

Robert Barre

Sr. Advisor

Phil Flores

Sr. Advisor

We’d love to learn about your goals
and how we can help

We’d love to talk and learn more about your financial goals
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