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With us, you get the family experience.

Every person who places their trust in us understands that they will be supported by experts and friends who will help them overcome all of life’s difficulties.

Tom Seeko, CExP™

Tom Seeko, CExP™

Co-Founder, Financial Advisor, Podcast Host

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CJ Burnett, CExP™

CJ Burnett, CExP™

Co-Founder, Financial Advisor, Podcast Host

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Isabel Kane

Jennifer Rosenberg

Office Manager

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Isabel Kane

Kyle Freiermuht

Investment Service Administrator

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Isabel Kane

Logan Parkes

Client Experience Liasion

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Isabel Kane

Taylor Brooks

Marketing Project Assistant

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Isabel Kane

Tajaia Tillman

Insurance Admin and Support

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Isabel Kane

Ashlea Moses

Client Relations Specialist

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