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Our Team

Our team knows superior financial results are not simply achieved through conventional planning. Our team is dedicated to our client’s success and creating the lifestyles they desire. Contact any member of our team and we’ll be happy to assist you.

Andrew Watters CFP®

Co-Founder and Private Wealth Advisor

Scott T. Penning

Co-Founder and Private Wealth Advisor

Jessica Ahrens

Client Relations Manager

Courtney Henderson

Financial Planning Assistant

Kelsey Snyder

Client Onboarding Specialist

Phillip Olson

Investment Operations Associate

Noah Winstead

Financial Planning Analyst

Affiliated Advisor

Austin Torsten Klarin RICP®, CLU®

Financial Advisor