Broker Check

Helping families and business owners build and preserve wealth in a tax effective manner.

<strong>Business Owners</strong>

Business Owners

  • Do you have a plan for the business should something happen to you?
  • Are you maximizing retirement and tax savings?
  • Do you have a well thought out exit strategy?
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  • Do you have a plan for the financial rewards you have generated within your career?
  • Are the demands of work, family and community preventing you time to focus on a financial plan?
  • Would you benefit from working with financial professionals who can help you with developing and implementing a road map towards your goals?
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<strong>Sudden Wealth</strong>

Sudden Wealth

  • Have your priorities and goals changed as a result of your sudden wealth?
  • Are you feeling pressured to move quickly but want to make wise decisions?
  • Do you feel overwhelmed with the opportunities and challenges of receiving a large sum of money?
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<b>Life Transitions</b>

Life Transitions

  • How can I protect what I have in the event of a job change or retirement?
  • What would happen to my family if I became disabled or worse, died?
  • I don't want my family to fight over my estate when I'm gone, what steps can I take to prevent this from happening?
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<b>Who We Are</b>

Who We Are

Choice and complexity can make your financial journey difficult to navigate. We spend time working with you and those you trust to provide integrated strategies and collaborative solutions.

Our team believes that knowledge builds confidence. Together we’ll align your goals with sound financial advice to ensure you are in the driver’s seat for years to come.

Combining our experience with your vision, a purposeful financial strategy is more attainable than you may imagine.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Mark Sindrich, CFP®

Mark Sindrich, CFP®

Principal, Wealth Advisor

Dane Winter, CPA, CFP®

Dane Winter, CPA, CFP®

Partner, Wealth Advisor

Rian Morrissey,  CFP®, CIMA®

Rian Morrissey, CFP®, CIMA®

Wealth Management Associate

Jami Duncan

Jami Duncan

Sr. Client Relations Associate

Kim Creque

Kim Creque

Insurance Administrator

Jennifer Dreher

Jennifer Dreher

Client Relations Associate

Jeff Southern

Jeff Southern, CFA®

Associate Wealth Planner

John Turner

John Turner, FPQP™

Client Service Associate

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