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
Partner | Certified Financial Planner ®
Mitch DeWitt
Financial Advisor
Anna Lautenbach, CFP®, M.A., M.S.
Financial Advisor
Keith Poniewaz, PhD
Director – International Advisory Services |Financial Advisor
Syl Michelin, CFA®
Director of Portfolio Strategy | Financial Advisor
Stan Farmer, J.D., CFP®
Director of International Financial Planning | Financial Advisor
Contact
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