Serving Professionals, Individuals, Couples and Families

You have possibilities in life.

We help you realize them with financial planning and ongoing advice.

You work hard and want to live your best life. We provide you with the knowledge, expertise and care to help you achieve your goals. 

Want to see what’s possible?

Money doesn’t plan for retirement, dream of travel, or map out a new chapter. But you can.

Our financial planners work with people through all stages of life – from college funding to retirement and all the changes and decisions in between. If you’re ready to plan for your future or your loved ones’, we’d love to learn more about you and your needs.

Expertise in all aspects of financial planning

What do you need help with?

Retirement Planning

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Tax Strategies & Planning

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Estate & Legacy Planning

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We are financial planners, advisors, and confidantes.

We combine technical knowledge in financial planning and portfolio management with care to help you see what’s possible in life.

Meet some of our financial planning team.

Patricia Spies

Meet Patricia Spies, CFP®

Financial Planner

Amanda Reynolds

Meet Amanda Reynolds, CPA, CFP®

Financial Planner

Zach Reuters

Meet Zach Reuter, CFP®

Financial Planner

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Is our financial planning approach right for you?

If you’re looking for a long-term relationship with a financial planner who checks in, provides personalized advice, and walks alongside you as life changes, reach out.

Make informed financial decisions.

It’s important to us that you have what you need to make informed financial and life decisions. Feel free to use our resources and insights, and reach out if we can help you with other topics.


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What’s it like working with us?