Meet Our Financial Planners
You’ve done a great job with your money. You’ve worked hard, saved well, and made smart choices. But when those choices begin to slip outside your knowledge and expertise—or you just don’t have time or the desire to do it yourself— it’s time to work with a trusted team.

Kevin Ervin, CFP®, CPA
Partner | Senior Financial Planner

Jessica Bokhart, CFP®
Managing Partner | Senior Financial Planner

Kyle Thompson, CFP®, CPA
Partner | Senior Financial Planner | Chief Investment Officer

Katie Fischer, CFP®
Partner | Senior Financial Planner | Chief Compliance Officer

Patrick Roberts, CPA
Partner | Senior Investment Analyst | Chief Operations Officer

Aaron Williams, CFP®
Partner | Senior Financial Planner | Chief People Officer

Jared Defore, CFP®, CPA/PFS
Senior Financial Planner

Austin Angel, CFP®
Financial Planner