Lucas Daniels, CFP®
Founding Principal
When it comes to your finances, many minds are indeed better than one.
Our team is more unusual than you think.
If you are looking for the best fiduciary planning advice and want to only pay for our time by the hour, stop looking and take control of your finances.
IMPORTANT: To best serve you, we will assign an advisor that most closely matches your needs based on their experience and availability.
Tom White
Financial Planner
Billy Roman
Financial Advisor
Janice Kingston
Senior Financial Advisor
Harry Shebby
Client Service Associate
Charles Hudson, CFP®
Principal & Lead Advisor
Allison Robert
Office Manager
Luke Aiden, CFP®
Financial Advisor
Benjamin Liam, CFA®, CFP®
Financial Advisor
Michael Tripp, CFP®
Financial Advisor
Emma Bruce
Financial Planner
Brian Ronald
Financial Planner
Charlotte Carlos, CFP®
Principal & Financial Advisor
Sean Martin , BFA™
Financial Advisor
Darrell Zachary
Financial Advisor
Patricia Lane, CFP®
Principal & Director
Clyde Wallace, CFP®, CPA
Principal & Lead Advisor
Amelia Clifton, CFP®
Principal & Lead Advisor
Kurt Alder
Accredited Investment Broker & Financial Manager