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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!


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

Founder and Private Wealth Advisor

Mike Wechter CFP®, ChFC®

Partner and Private Wealth Advisor

Lauren Theken CFP®, AAMS®, CPWA®

Private Wealth Advisor

Nate Allen Fikse CLU®, CLF®, ChFC®, CFP®, QPFC

Private Wealth Advisor

Michaela Hightower

Director of Client Experience

Brady T Jones

Portfolio Manager

Danaë Hoekstra ChFC®

Director of Insurance

Amandine Habben

Operations Assistant

Jon Lamberson

Financial Planning Associate

Cleo Blankinship

Operations Assistant

Gary Herbert Kressner

Technology Coordinator