Your team for the goals ahead.
How do I find the right financial advisor for myself?
We’re not just numbers people—we’re retirement strategists who understand the emotional and financial complexities that come with this phase of life. From tax-efficient income strategies to healthcare planning and Social Security optimization, we’ve seen it all—and we know how to help you navigate it.
Our advisors bring decades of experience to the table, but what really sets us apart is how we work to connect with our clients. We listen closely, ask thoughtful questions, and craft retirement plans that reflect your goals, values, and lifestyle.
We’re proud to be the team you can rely on as you plan your next chapter!
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Shean Fletcher, AAMS®, AIF®
Founder + Wealth Advisor
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Will Cocking, CFP®
Director of Financial Planning + Advisor
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Braden Wilson
Wealth Advisor
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Leah Fletcher
Co-Founder + Director of Client Experience
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Brooke Twaddle
Director of Operations
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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.