A more personal
approach to your financial life

We are devoted to providing intentional and holistic financial solutions with integrity at the core of everything we do. Our mission is to help our clients achieve their financial objectives by offering personalized services that consider their unique circumstances and goals. With a commitment to transparency, accountability, and excellence, we aim to provide a level of service that exceeds our clients' expectations and build lasting relationships based on trust and mutual respect.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Dave Cole, CFP^®

Branch Manager Financial Advisor

Afton O'Meara, CRPC^®, CFP^®

Operations Manager Financial Advisor

Nick Kilmurray, CIMA^®

Financial Advisor

Haley Kriebel

Client Service Representative

Bridget Thibault, CFP^®

Financial Advisor

Sydney Rick

Financial Representative

Mick Maierle, CLU^®, ChFC^®

Investment Advisor Representative

Lydia Butler

Financial Professional

Savanah Haverkorn

Client Service Representative

Luke Fedyk

Client Services Representative

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.