Our Team

Our great team of professionals are ready to help with all of your financial planning needs.

Emily Bowen, CFP®

Financial Advisor

Harrison Kennard, CFP®

Financial Advisor & Co-Founder

Jessica Vereecke

Office Manager

Matthew Golba, AAMS®

Financial Advisor & Co-Founder

Michael Dreyer, CPA

Financial & Tax Advisor

Dave Knight, CFP®

Financial Advisor