Celebrating 6! (And Announcing 3 More)

Last week we celebrated six years as an independent advisory firm. Let us be clear, all our reasons to celebrate come back to the wonderful group of clients and friends of the firm who journey with us, so thank YOU for this milestone!

When we set out, we kept one question above all the others: “Can we do something special for clients?” It’s the question that inspired our boldness to take a risk and try something new, convinced that we could indeed build something better for our clients and friends.

It’s the question that still drives us today as we look to improve every day. And in a relationship business, some of the most important decisions we make is who will join us in this mission to bring optimism about life and money. Thankfully, we seem to keep finding good ones!

With that, we’re thrilled to announce three new additions to our team. Madison and Amanda join us as Client Service Associates, and Eli comes aboard as an Operations Associate. Their expertise and dedication are invaluable assets that will help us continue to exceed our client expectations.

Please join us in welcoming them!

Kelli Porter, CFP®

I am in the business of helping people always; whether that be in my relationships or my career. I value serving others and there is no greater joy than looking into someone’s eyes and knowing I served them well. I was drawn to this field because of my desire to come alongside people, learn about what is most important to them, and then diligently working to help those goals come into fruition.