Broker Check

About Us

Meet Our Team

Our seasoned advisors and knowledgeable administrative staff work in tandem to provide an engaging and enhanced client experience.
Our team helps clients plan for prosperity through all stages of life. By operating upon fundamental principles while remaining current with innovative tools and technologies, we provide an integrated experience oriented toward providing clients with peace of mind.

Chris DeWolfe

Chris DeWolfe

Managing Partner | Senior Financial Advisor

Jason Franklin

Jason Franklin

Managing Partner | Senior Financial Advisor

Mark Ivanovic

Mark Ivanovic

Vice President | Financial Advisor

Spencer Schmale

Spencer Schmale

Vice President | Financial Advisor | Marketing Associate

Ready to Get Started?

Securing your future begins with a single meeting. Our process will let you know where you stand financially and the necessary steps to navigate your financial future.

Book your Discovery Call