We began in 2001 when Jeff decided to embark on his own journey and build something meaningful from the ground up. Chad and Lesley joined the team, and from there, what started as a solo endeavor has grown into a dedicated team. Throughout all this change, one thing has remained constant: our commitment to providing a meaningful client experience. As we continue to grow, this dedication remains at the heart of everything we do, and we look forward to continuing to help clients feel more financially confident.