Personable, practical, committed to excellence

When it comes to working with a financial team, trust is everything. We believe that it’s built through transparency, genuine connection, and consistent, excellent service. We’ve assembled a team of professionals who are down-to-earth, love what they do, and consider going above and beyond business as usual.

 

CEO
Lead Advisor
Certified Financial Planner™

Director of Financial Life Planning
Lead Advisor
Certified Financial Planner™

Director of Planning Research
Lead Advisor
Certified Financial Planner™

 
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Nate Porter

Chief Operating Officer

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Coleburn Spence

Support Advisor

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Vicki Simpson

Trading Analyst

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Sophea Vasquez-Solis

Support Advisor

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Debbie Wyman

Support Advisor

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Beth Spurgetis

Client Service Coordinator

 
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Julie Gibson

Operations Assistant

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Lisa Graber

Operations Assistant

 



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WHO WE ARE