Cindy Richey
Cindy Richey, CFP®, CDFA®

Founding Partner and Wealth Manager

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Ryan Noble
Ryan Noble, CFP®, CDFA®

President and Wealth Manager

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Dan Reiter
Dan Reiter, CFP®, CPA, CDFA®

Partner and Wealth Manager

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Kenneth Borum
Kenneth Borum

Partner and Chief Financial Officer

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Alyssa Hon, CFP®
Alyssa Hon, CFP®

Financial Advisor

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Colten Honigman, CFP®
Colten Honigman, CFP®

Financial Advisor

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Ryan Walker, CFP®
Ryan Walker, CFP®

Financial Advisor

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Justin Locke
Justin Locke, CFP®

Associate Financial Advisor

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Jessica Hughes
Jessica Hughes

Operations Manager

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Noelle Sager
Noelle Sager

Administrative Associate

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Patti Pluenneke
Patti Pluenneke

Client Service Associate

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Travis Franks

Client Service Specialist

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.