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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and aims to provide increased benefits to our clients.

Meet Our Team

Melissa Thompson*

Founder & Financial Advisor


I recognize that when it comes to your personal planning, your current and future income consists of many different factors. That’s why we’ll create a plan that works with where you are and where you’re going.

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Tracie Reithmann*

Client Fulfillment Professional



I’ve always been passionate about working in the financial industry and for the past six years I’ve enjoyed helping advisors who are dedicated to creating more fulfilling lives for their clients. My personal goal is to...
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