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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kim Smith

Kim Smith

Partner | President | CCO

Jeremy Russell

Jeremy Russell

Partner | Vice President

Matt Foust

Matt Foust, CPA

Financial Planner

Kyle Knigge

Kyle Knigge, CFA

Investment Advisor

Keith Browning

Keith Browning

Financial Planner

Tyson Blake

Tyson Blake

Financial Planner

Johnnie Bevan

Johnnie Bevan

Health Insurance Consultant

Brian Schafer

Brian Schafer

Financial Planner

Soracha Haley

Soracha Haley

Financial Planning Assistant