who we are
We are retirement/investment advisor representatives and risk management specialists looking to build your financial understanding, wealth, legacy and freedom. Our team works with clients to create a future that best suits their dreams and goals through nerding out over spreadsheets, stock market and insurance shopping.
Our experience with the industry has created a fluid response to the world we live in today. Bringing your unique life and goals into the picture helps us thrive in what we do best; building your future. We pride ourselves in working together, to work for you.
The world’s not slowing down, and we aren’t either! With a focus on present day technologies to elevate your experience (i.e. virtual advising, e-signing, planning and analysis software etc.) we keep up, so you don’t fall behind.
Educate not Manipulate
Turning paperwork and financial lingo into a conversation you can understand is our middle name! When our team does our job of informing you, you can have peace of mind and confidence in your financial plan.
We’re happy you’re here! We know how intimidating speaking about your financial stance can be to complete strangers. But don’t worry!!! No matter where you might be in life, our focus is on helping you succeed and having fun doing it!
Being independent allows us to shop the universe of solutions to find one that serves you best. We are not tied down to one company’s products, opening the door to a multitude of possibilities.
Brice is our Certified Financial Planner™ (CFP®) professional and fiduciary! Being CFP® Certified is one of the most recognized financial planner achievements. We promise he didn’t only take the courses to get the letters behind his name, but he did it to have an unwavering knowledge to help his clients the best he can.