With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

David Jackson

CMFA®

Financial Advisor

Learn more about David Jackson Visit David Jackson's website

Robert Linn

MSM, CRPC, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Robert Linn Visit Robert Linn's website

Troy Enmeier

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Troy Enmeier Visit Troy Enmeier's website


Our team

June Mason

June Mason

Administrative Assistant