Experience. Education. Ethics.
Steve Larsen, CPA, CFP®
Partner | President
Jeremy Russell
Partner | Vice President
Kim Smith
Partner | Chief Compliance Officer
Matt Foust, CPA
Partner | Financial Planner
Kyle Knigge, CFA
Investment Advisor
Katherine Benjamin, CFP®
Financial Planner
Tyson Blake
Financial Planner
Johnnie Bevan
Health Insurance Consultant
Laura Brown CPA, PFS
Financial Planner
Greg Andrews
Financial Planner