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
Senior Financial Planner & Managing Partner

Jessica Bokhart, CFP®
Senior Financial Planner & Partner

Kyle Thompson, CFP®, CPA
Senior Financial Planner & Partner

Katie Fischer, CFP®
Senior Financial Planner & Compliance Officer

Patrick Roberts, CPA
Senior Investment Analyst

Aaron Williams, CFP®
Senior Financial Planner

Jared Defore, CFP®, CPA/PFS
Financial Planner

Drew Feutz, CFP®
Financial Planner

Alexis Miller, CFP®
Investment Analyst

Austin Angel, CFP®
Financial Planner