Our Team
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Aaron Hillman, CFP®
Financial Advisor & Principal
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®
Financial Advisor
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
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
Manager of Client Relationships
I am dedicated to providing the support necessary to help clients navigate financial systems with confidence.