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Your Team

We are a values-based team, and we seek clients whose values align with our own. Our goal is a working, trusting relationship — you articulate your dreams and aspirations, and we create the framework to help you achieve them. We will help you plan for your future, have the difficult conversation when necessary, and develop a strategy moving forward that is designed to meet your goals and provide you peace of mind.

We help clients properly coordinate all their financial affairs by providing a comprehensive suite of services, all designed with their unique needs in mind. Meet your team that makes it happen!

CONTACT US

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU®

Founder and Private Wealth Advisor

Mike Wechter CFP®, ChFC®

Partner and Private Wealth Advisor

Lauren Theken CFP®, CPWA®, AAMS®

Partner and Private Wealth Advisor

Michaela Hightower

Director of Client Experience

Brady T Jones

Portfolio Manager

Amandine Habben

Practice Manager

Sarah Wright

Insurance Operations Manager

Shonn Campbell

Investment Operations

Jon Lamberson

Financial Planning Associate

Cleo Blankinship

Operations Assistant

Gary Herbert Kressner

Technology Coordinator