Your team for the goals ahead.
Our Mission
To enrich the lives of our clients and community through our modern approach to comprehensive wealth management.
How we do things, differently.
We help you organize your wealth, simplify the complex, and pursue your version of financial freedom.
No more feeling overwhelmed or stuck.
Through our unique Priority Planning Process, we’re always focused on accomplishing your next highest priority item. Our team guides you through consistent, ongoing financial planning - one actionable step at a time.
Meet the Team
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Shean Fletcher
FOUNDER + WEALTH ADVISOR
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Will Cocking
ADVISOR + DIRECTOR OF FINANCIAL PLANNING
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Armahn Hadjian
WEALTH ADVISOR
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Braden Wilson
WEALTH ADVISOR
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Leah Fletcher
DIRECTOR OF CLIENT EXPERIENCE
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Brooke Twaddle
FINANCIAL PLANNING ASSOCIATE
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We’re incredibly fortunate to do what we love, help pursue dreams, and spend work and personal time with amazing people. Whether you’ve been a client for a while or it’s your first time visiting, we’re excited to share our passion for wealth management and look forward to a long-term partnership.