"Our clients are caring people with diverse interests and talents, and it’s a privilege helping them use their resources to magnify their impact for good."
-Chris Hostetler, Partner
The Trail Guide to Financial Transitions webinar series equips you with expert advice to successfully navigate life’s biggest transitions – from marriage and sending your kids off to college, to retirement and more.
Downsizing in Retirement: Love It, Sell It, or Chuck It!
8/28/25 @ 12-1 PM (ET)
Avoiding 3 Major Medicare Mistakes
PAST: 7/31/25 @ 12-1 PM (ET)
A team with integrity
Find confidence by partnering with a compassionate and experienced team. We have built our firm on the values of relationship, stewardship, and personal growth, and as a fiduciary we are required to place your interests above our own.
Financial
Planning
We empower you to make
big decisions with confidence
and small decisions with purpose.
investment
management
We discuss your goals
and then handle the details of
portfolio management for you.
NETWORK OF professionals
We collaborate with your other
advisors to strategize and
implement your plan.
Your Path to
the hilltop
Although your finances may be more complex than ever, you can focus your energy on the values and passions that have gotten you this far. Shape your financial future and make life better for your family, friends, and community with a guide who knows you and your unique journey.
"I enjoy helping people think through goals and make a plan, guiding them through life’s twists and turns. However, the best part of being an advisor is when a client reaches a long-term goal."
-Ben Yeager, Partner
"There is nothing more gratifying than knowing your clients are prepared for the rest of their lives, not to mention the peace of mind that you can see in their family members' warm smiles."
-David Wise, Partner
"I love seeing clients build a legacy beyond the financial and far beyond what they imagined possible, especially when we can use the planning process to share family values with the next generation."
-Rusty Eriksen, Partner
"The paths we travel can take surprising turns. I have seen how helpful it is to meet guides who share your values, have your back & help connect you to knowledge & insights to achieve your goals."
-Alex Rankin, Financial Advisor
"My work lets me build relationships with warm and generous people who want to make sure they’re doing everything they can to position themselves for success."
-Brittany Brinckerhoff, Financial Advisor
What is your
risk score?
Your investment strategy can make or break your financial plan. Empower yourself by discovering your risk score. Understand your portfolio’s risk and take charge of your journey.
