We believe true wealth is not simply the sum of our financial assets or possessions, but rather the measure of our ability to live a fulfilling life that is defined by purpose, meaning, and impact. It is a state of being where we value relationships, experiences, and personal growth above mere material wealth, and where we strive to use our resources and talents to create positive change in the world.

True wealth is the result of aligning our actions and values with our highest aspirations, and of cultivating a sense of gratitude, generosity, and compassion that allows us to connect more deeply with others, with nature, and with the universe itself.

Ultimately, our vision of true wealth is one in which we all have the opportunity to realize our fullest potential, to flourish and thrive, and to contribute to a more just, equitable, and sustainable world for all.


Our advisors

Jay Penica

CFS®, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jay Penica Visit Jay Penica's website

Roger Allan Place

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Roger Allan Place Visit Roger Allan Place's website

Connor McCracken

APMA, RICP®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Connor McCracken Visit Connor McCracken's website

Thomas Steiner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Thomas Steiner Visit Thomas Steiner's website

Harris Greene

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Harris Greene Visit Harris Greene's website


Our team

Tammy Neely

Tammy Neely

Office Manager,

Client Service Manager
Nancy Beard

Nancy Beard

Client Service Manager

Cameron Place

Cameron Place

Marketing Manager

Sheri Henderson

Sheri Henderson

Client Service Coordinator

Nancy Curtis

Nancy Curtis

Client Service Coordinator