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Every decision we make is through the lens of being a trusted partner.

What Makes Us Different

What Makes Us Different

We can say we’re better, we’re different and we get results for our clients all day long. But so can other firms. What really sets us apart — and makes us who we are — is what we believe in. Because it drives everything we do, every single day.

Our Team

We have the experience and dedication to look at all dimensions of your life to better help you build a richer life. We are passionate about you, your vision, your life and your legacy — and how money can further those to and through retirement. Your life story means everything to us.




Shari Burnum
Shari Burnum

CFP®, CExP™
CEO

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Dale Hubbert
Dale Hubbert

AMWA®, CExP™
Investment Advisor Representative

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Matt Leahy
Matt Leahy

AAMS®
Financial Advisor

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Martha Gilpin
Martha Gilpin

Client Service Director