How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ryan Oates, CFP®, MBA, CPFA
Managing Partner
Chris Cotterell
Managing Partner
Angela Morrison
V.P. of Operations
Jeff Reid, CFP®
Director of Wealth Management & Financial Planning
Caleb Fry
Financial Planner
Dru Dearing
Client Service Specialist