Our Team

  • Aaron Hillman, CFP®

    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.

  • Kaleen Anderson, CFP®

    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.

  • 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.

  • Kate Peabody

    Kate Peabody

    Manager of Client Relationships

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