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. 

For Current Clients

Clint Walkner
Founding Partner | Financial Advisor

Nate Condon
Founding Partner | Financial Advisor

Jonathon Jordan
Partner | Certified Financial Planner ®

Mitch DeWitt
Financial Advisor

Dr. Keith Poniewaz
Financial Advisor | Director – International Advisory Services

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

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

Contact

Get In Touch

HAVE A QUESTION AROUND SCHEDULING AN APPOINTMENT?
FEEL FREE TO SEND US A MESSAGE AND WE’LL GET BACK TO YOU RIGHT AWAY.