You’ve seen all the big firms. And you’ve seen how they overcharge and overcomplicate the financial planning process.
You know that many people in the financial business are driven by their bottom line and aren't as interested in your success.
For well over a decade, you and your financial well-being have remained our sole focus — and will always continue to be. As a people first firm, we adhere to a built-in code of ethics and character standards to make sure that we always have your best interest. We are a fiduciary. Period.
We look forward to sharing meals, hangin’ out with you, celebrating your triumphs and being there for you when things are difficult. This is about your life.
Our industry uses complicated products and confusing jargon. Mostly for their benefit. With us, you’ll always understand what the plan is and what you own.
You? Our jobs? Absolutely! Ourselves? Nah, we're not wired that way.
DJ Windle, CFP®The Captain
Dad | Husband | Investment Nerd | Adventure & Travel Lover | Musician | Flip Flops are 🔥
Alli BellOperations Slayer
Devoted Wife | Teen Sass Manager | 90s Boy Band Lover | Scorpion🦂Slayer | Queen of the Dirt Roads | Master of the Fast Lane🏁
Contessa CarrOperations Slayer
Family First | Kansas State Super Fan 📣| Adventure Seeker | Volunteer Virtuoso | Pickle Pioneer 🥒| Pacific Northwest Transplant
Ashlyn UddenData Ninja
Dog Momma 🐕| Plant Whisperer | Acrylic Artist 🎨| Human Wrangler | Snack Specialist | Craft Queen
Jan TaylorChaos Coordinator
Happy Wife | Momma Bear 🐻| Resident WW Fashionista | Why Files Fanatic | Doodle Devotee 🐶| Proper Grammar Enforcer
What financial situation do you need simplified?
With years of industry experience, we’ll break it all down for you — It doesn't have to be complicated.
Traditional Assets
Digital Assets
Financial Planning
Other Stuff
Gather Stuff
Organize Stuff
Simplify Stuff
Monitor Stuff
Live Your Life
If you want to work with someone who knows you are a genuine human being with a story to tell,
Reach out to our squad if you want to be treated like a human and want to simplify your situation.