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.
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.
Tracie Reithmann*
Client Fulfillment Professional
602-230-2924