INTEGRITY | EXCELLENCE | LEGACY
When we made the decision to begin a business relationship, you placed your trust in our team to help bring your plans to fruition. We are dedicated to providing exemplary service to current and prospective clients.


Mandy K Baune MBA, CFP®, ChFC®, RICP®, CIMA®
Director of Advanced Planning and Co-Founder

Bryce Donald Dankers CFP®
Wealth Management Advisor and Co-Founder









