Our Team

  • Aaron Hillman, CFP®

    Aaron Hillman, CFP®

    Financial Advisor, Partner

    It is my desire to empower people through finance so that they can worry less about life’s obstacles and more about the people and causes they care about.

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  • Kaleen Anderson, CFP®

    Kaleen Anderson, CFP®

    Financial Advisor, Partner

    I enjoy the collaborative relationships I build with clients and seeing the confidence and peace of mind a well-crafted financial plan can bring.

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  • Amanda Sletmoe

    Amanda Sletmoe

    Paraplanner

    It is my pleasure to guide clients through the complexities of financial systems as they plan for life’s significant milestones.

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  • Kate Peabody

    Kate Peabody

    Client Services Coordinator

    I am dedicated to providing the support necessary to help clients navigate financial systems with confidence.

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