We endeavor to provide clients with the knowledge and support necessary to have complete confidence in their financial journey. To accomplish this mission, we strive to build relationships through a culture of integrity, independence and trust. These values not only allow us to focus on each client’s unique situation, but they allow us the freedom to offer solutions that are transparent, custom, and boundless – empowering our clients to make confident choices for their future.

Brandon, Kristen & Team


We will listen to you, and endeavor to create a strong relationship

We are not sales-driven, and we don’t attempt to force a sales agenda on our clients. To capably advise, we must know you; the way you want to invest, the way you want to live, and the values you live by. We will work with you to obtain an understanding of your unique situation, and advise you accordingly.

We will strive to focus on what matters to you.

We are not required to “push” any particular products on our clients so we can focus strictly on what matters most. Being independent means, among other things, that we are free to recommend a wide array of investment products, regardless of who offers them. We enjoy being objective, and telling it like it is.

We will aim to help you understand investment concepts.

We will do our very best to avoid the financial jargon. We are free to collaborate with you and advise you objectively as we design a financial plan to address your concerns and establish a path toward your goals and dreams.

We will be here for you.

We aspire to understand and value your financial priorities and goals, and to serve you accordingly. Our aim will be to help you work toward making educated investment decisions.

OUR team






Lead Client Coordinator


Administrative Assistant

Trek Corporate Management Team

The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.

With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.