Your team for the goals ahead.
Our Mission
To enrich the lives of our clients and community through our modern approach to comprehensive wealth management.
How we do things, differently.
We help you organize your wealth, simplify the complex, and pursue your version of financial freedom.
No more feeling overwhelmed or stuck.
Through our unique Priority Planning Process, we’re always focused on accomplishing your next highest priority item. Our team guides you through consistent, ongoing financial planning -
Meet the Team
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Shean Fletcher
FOUNDER + WEALTH ADVISOR
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Will Cocking
DIRECTOR OF FINANCIAL PLANNING + ADVISOR
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Braden Wilson
WEALTH ADVISOR
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Lucas Fender
WEALTH ADVISOR
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Leah Fletcher
DIRECTOR OF CLIENT EXPERIENCE
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Brooke Twaddle
DIRECTOR OF OPERATIONS
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Mallory Hartwick
CLIENT SUPPORT SPECIALIST
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We’re incredibly fortunate to do what we love, help pursue dreams, and spend work and personal time with amazing people. Whether you’ve been a client for a while or it’s your first time visiting, we’re excited to share our passion for wealth management and look forward to a long-term partnership.