Too many people have tried to navigate their financial investments alone or have worked with a solo advisor. They make the mistake of trying to navigate complex problems with not enough time and resources. That is not a sustainable strategy, especially when it comes to your finances and future.

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Don't make the same mistake. It is too important to do alone. Our team of eight has the time, resources, and sophistication to help solve life's problems faster than new ones arise. We are able to create efficiency and confidence so you can focus on the things that make you happiest.

Our clients have the benefit of a financial team with significant combined education and qualifications:

• Eric B. Waggoner CFA®, CFP®, CLU®, ChFC®, AEP®
• Kiley Eory, CFP®, ChFC®, EA
  
• Ankit Jalan, MBA
  
• Shanzer Khan, CFA Level III Candidate
  
• Josh Jackson, CPA 

Whether it is an investment portfolio, a financial plan, or both, our team makes sure you have direction. We bring rhythm, advanced data and reporting, and financial education so you are empowered to make smart financial choices.  

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• We build well-researched investment portfolios, with every holding having a purpose.
• We work with you to design a financial plan that fits your unique needs. We make it simple and give you a step-by-step guide.
• We give you access to industry-leading technology to monitor your progress.