As your resource in your financial journey, our professionals bring decades of retirement planning experience and an non-captive, client-first approach.

Browse their profiles below to see how they can help you reach your goals.

Meet Our Team

Tim Crouse*

Managing Partner/ Financial Advisor

Jeremy Vanderhoff*

Financial Advisor
Insurance Agent

Nathan Newsom, MBA

Grant Walker*, CIMA®

Financial Advisor

Jared Pendel

Insurance Agent