Our Team
This puts some faces with our names, if you haven't met us in person yet. We work as a unified team here, and we really enjoy working with each other and our clients. We like to make it easy to contact us. Let us know how we can assist you.
Jim Woolley
Founder & CEO | Certified Financial Plannerâ„¢
I do the bulk of the planning and investment management and am the lead financial planning advisor. Contact me for advice or to relay trade instructions.
Shannon Woolley
VP Marketing & Operations
If you find a typo on our website, I’m your gal. I handle our presence across the web, so I am thrilled to hear from you and fix typos. For immediate comic relief, contact me for funny stories about Jim.
Marcus Lutz
Associate Financial Planner
I attend client meetings with Jim, do research and analysis for investment products, and can assist in scheduling appointments and other customer service needs.
Holly Rachford
Adminstrative Assistant (Remote)
Holly is our Administrative Assistant who handles account and client management. She works for us remotely from Fairfield, Iowa and works directly for our broker/dealer, Cambridge Investment Research.
Bailey the Hound Dog
Usually-at-home Greeter
Contact me if you'd like to experience an echo-howl. I love to talk.