About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Leadership Team

Brian Cain

Co-Founder

    Tom Kirchner

    Co-Founder

      Michelle Myers

      Practice Director of Business Operations

        Financial Advisors

        Michael Hambrock

        Director - Financial Advisor

          David Kluger

          Partner - Financial Advisor

            Support Team

            Julia Piper

            Practice Senior Operations Manager

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