Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.

Your Future is Our Future

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.

Our Team

Richard Fennema

Richard Fennema

CERTIFIED FINANCIAL PLANNER™, President, Managing Partner

Melanie Smith

Melanie Smith

Director of Client Services

817-488-1128

Kyle Blair

Kyle Blair

Registered Associate Advisor

Hilary Pluemer, CFP®

Hilary Pluemer, CFP®

Chief Administrative Officer

Paul Keeton

Paul Keeton

Managing Director, Investments & Advisory Solutions

Shawn Baxter

Shawn Baxter

Director, Compliance

Chris Wigington

Chris Wigington

Advisory Director

Will Schmitt

Will Schmitt

General Counsel

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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