"A goal without a plan is just a wish." -Antoine de Saint-Exupéry

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Meet Our Team

Elizabeth Bennett

Elizabeth Mary Bennett, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ professional

Katie Fisher

Katie Fisher

Sr. Client Relations Specialist

Julie Stanfield

Julie Stanfield

Enrolled Agent, Tax Preparation

*Karen Conaway

*Karen Conaway

Enrolled Agent, Tax Planner (Conaway & Associates)

Colleen  Troutner

Colleen Troutner

Client Relationship Associate

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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