We’re a team of compassionate listeners, problem solvers, and creative thinkers.
Let's find purpose for your money.
Is it too much to ask to get help from an advisor who will speak with you in a way you understand, instead of trying to sell you something? Is it too hard for an advisor to be transparent so you actually know what you’re paying for?
We think not!
No faceless corporation or massive call center here!
Click on our pictures to learn more about the amazing individuals on our team.
Grant A. Meyer, CFP®
Founder | Financial Advisor
Tyler J. Engbrecht, CFP®
Stacey G. Stelter
Founder | Director of Client Services
Heather R. Kampf
Operations & Client Services Specialist
If you feel excited and empowered by what we offer, know that we are very intentional about our process and who we work with.
We carefully open spaces to work with new clients and look forward to getting to know you more.