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Book an Appointment

Prospective Clients

Our initial meetings do not have a cost or obligation. We want to get to know you better and determine if we are mutually a good fit. You can see answers to other questions commonly asked by prospective clients here

For Current Clients

Clint Walkner
Founding Partner | Financial Advisor

Nate Condon
Founding Partner | Financial Advisor

Jonathon Jordan, CFP®
Partner | Financial Advisor

Mitch DeWitt, CFP®, MBA
Financial Advisor

Syl Michelin, CFA®
Director of Portfolio Strategy | Financial Advisor

Keith Poniewaz, PhD
Director of International Advisory Services |Financial Advisor

Stan Farmer, J.D., CFP®
Director of International Financial Planning | Financial Advisor

Contact

Get In Touch

HAVE A QUESTION AROUND SCHEDULING AN APPOINTMENT?
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