Our Team

Over the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial...

Damian has been doing legacy planning and implementing solutions for individuals, entrepreneurs and families, for over 28 years. We are n the relationship business. Sitting down with clients, listening to them, and tailoring solutions 

Lindsey joins our practice with over 20 years of customer service and management experience. Her passion of making sure clients receive prompt and thorough service, aligns with our values, as a practice. Lindsey is responsible for...

For over 30 years Grant has enjoyed helping others protect their assets and invest wisely. Grant was born in Dallas, Texas. Growing up in a military family, he lived in many different places including Indianapolis, Indiana. His...

As Operations Manager, Nancy is responsible for interacting with clients throughout the new business experience, to include data gathering, account opening and continued customer support. Nancy prides herself on developing unique...