Work Smart
We take pride in using data-driven strategies to help you take control of your financial life.
Your Future is Our Future
A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.
Richard Fennema
CERTIFIED FINANCIAL PLANNER™, President, Managing Partner
Hilary Pluemer, CFP®
Chief Administrative Officer
Paul Keeton
Managing Director, Investments & Advisory Solutions
Shawn Baxter
Chief Compliance Officer
Chris Wigington
Advisory Director
Will Schmitt
General Counsel
