Partner, Financial Planner
Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them.
Partner, Retirement Plan Consultant
Chase spends most of his time in the retirement plan administrative space. Once the plan features are established, implementing the plan is the next step.
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs.
Partner, Financial Planner
Casey focuses on serving his clients through education so they can make informed and rational decisions. He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today!
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