The People Behind Your Plan

Jake leads the firm with a passion for holistic wealth management. As a CERTIFIED FINANCIAL PLANNER™ professional, he coordinates every aspect of your financial life — from investments and tax strategy to estate planning and risk management.

Shawnee ensures every client interaction is seamless and every detail is handled. She manages client communications, scheduling, and operational coordination across all accounts.

Brizden supports the team with administrative operations, document management, and client onboarding logistics — keeping everything running smoothly behind the scenes.