Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Matthew Bouts

CFP®, CRPC

Private Wealth Advisor

Business Financial Advisor
Learn more about Matthew Bouts Visit Matthew Bouts's website

Jamie Lippert

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jamie Lippert Visit Jamie Lippert's website

Robert Porter

CFP®

Financial Advisor

Financial Planning Specialist
Learn more about Robert Porter Visit Robert Porter's website


Our team

Karla Dudra

Karla Dudra

Client Service Specialist

Neal Porter

Neal Porter

Client Service Specialist,

Operations Manager