Our Team
We are fiduciaries, for our advisory clients, that act in your best interest, period. Our advisors spend time listening and asking questions; tailoring your financial plan to your personal values and goals. Our team has various backgrounds in finance and accounting, and experience working with a variety of complex financial situations. We use a team approach to make sure you receive the best experience possible.
Harrison Kennard, CFP®
Financial Advisor & Founder
Charlie Dobben
Financial Advisor
Justin Pandy, CFP®
Financial Planner
Samantha Wright
Office Manager