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Financial advice as unique as you are

Money is a tool, not the endgame. We understand that. We also know it's one of the most powerful tools at your disposal, and you don't make the decision to entrust it to someone else lightly. Neither do we. That's why we take the time to dig into what you hope to accomplish. That's how we measure success: by your ability to do the things you judge your success by.

We start by asking the important questions

Do you have enough to retire?

Do you have enough to retire?

We'll help you understand how much you need to save in order to have the retirement you've been working so hard to earn. Work with us now to help you retire when and how you want later.

Plan Ahead
Is your legacy secure?

Is your legacy secure?

Estate planning, types of insurance, amount of insurance—these can be daunting to think about. That's why we think about them for you, to set you up with plans for the long term.

Make a Mark
Are you getting what you want out of life right now?

Are you getting what you want out of life right now?

We believe you should save for your goals and confidently spend the rest, so we'll work with you to understand what your big goals are: kids' education, vacations, paying down debt, whatever they may be.

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Brandon Ebert

Brandon Ebert

CEO/Founder

Jacob Yarochowicz

Jacob Yarochowicz

LPL Financial Advisor

Marv  Hamel

Marv Hamel

Client Relationship Manager

Valerie  Andrews

Valerie Andrews

Office Manager

Cassee Cole

Cassee Cole

Advisor Assistant

Colleen Marrs

Colleen Marrs

Event Coordinator

Let's Get Started!

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