Our Team

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.

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.

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 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.

Contact me if you'd like to experience an echo-howl. I love to talk.