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About

We are dedicated to helping you navigate the complex world of finance.

We are dedicated to helping you navigate the complex world of finance.

We help you navigate finance's complexities with tailored solutions and expertise, ensuring confident decision-making aligned with your goals.

Awards & Accolades

   

Who You'll Be Working With

Tracy Tutag

Tracy Tutag, CFP®, CDFA™

Founding Partner and Principal

Stuart Green

Stuart Green, CFP®, MBA

Founding Partner and Principal

Courtney Rosepink

Courtney Rosepink

Financial Advisor

Holly Krug

Holly Krug

Client Services Manager

Brooke Martinez

Brooke Martinez AWMA®

Financial Planner

Hope  Hoover

Hope Hoover

Director of Marketing

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