ABOUT
Our Firm

ABOUT US

We are fiduciaries.

Our team has many years of collective experience providing wealth management for individuals, their families, and their businesses. Our advisors have met rigorous professional requirements to obtain Certified Financial Planner® and Certified Public Accountant designations.

Our mission.

COMMITTMENT TO EXCELLENCE

Our approach is simple yet profound: we listen before we advise. Understanding your individual needs and aspirations helps us craft tailored strategies that not only meet but exceed your financial expectations. Whether you are an established professional, a thriving entrepreneur, or approaching retirement, our team is equipped to illuminate your path to financial clarity and security.

Meet our advisory team.

who we are
Fiduciary Paul Boggs in a suit and tie.

Paul Boggs

CFP®

About Paul
Fiduciary Derek Lewis in a tie is smiling.

Derek Lewis

CFP®, CPA

About Derek
Jon Shaw in a suit and tie is smiling for the camera

Jon Shaw

CFP®, CPA

About Jon
Julie Mitchell in a blue shirt and necklace is smiling in a circle.

Julie Mitchell

Operations

About Julie

Get to know how we work.

our process

Listen

We start by understanding your unique story—your finances, goals, concerns, and dreams. This foundation helps us tailor a personalized financial plan for you.

Learn

We analyze your current financial situation to identify strengths and weaknesses, ensuring we understand how they impact your short and long-term goals.

Develop

We create customized strategies to achieve your goals, exploring alternative approaches and consulting with experts to provide the best options.

Advise

We review our recommendations with you, discussing how each strategy helps you reach your goals. Together, we choose the best options for your financial future.

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