ABOUT US

Personalized Planning for a Life Well Lived

Your Team

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Kyle Kuyat, CFP®, ChFC®, RICP®

Co-Founder | Financial Planner

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Jake Gardner, CFP®

Co-Founder | Financial Planner

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Emma Crowe

Executive Assistant & Talent Coordinator

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Caleb Bogia-Curles, CFP®

Associate Advisor

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Blake Hummel, CFP®, EA

Financial Planner

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Tyler Baskin, CFP®

Associate Advisor

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Adam Knorr

Head of Content

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Brady Barton, M.S.

Client Service Associate

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Robert Mefford, CFP®

Associate Advisor

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Kyle Penders, CFP®

Client Success Consultant

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LaShell Robbins, CFP®, M.S.

Client Service Associate

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Joseph Waters, MBA

Financial Planning Specialist

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Claudia Eardley

Client Service Associate

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Carter Gleason

Financial Planning Specialist

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Brian Kosek

Financial Planning Specialist

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Sophia Avery

Brand & Content Specialist

Core Values

Care

Everything affects everything. Our teammates care about you and what we do here.

Show discipline

Success requires focus and discipline. Life, and investing, has ups and downs. We’ll walk alongside you through it all and keep things on track.

Listen

We commit to being curious, not judgmental. Your advisor is here to answer your real questions. Bring them on.

Live with integrity

Advice we would give to our own mothers. We will operate with integrity and honesty when giving recommendations for your life and money.

Create clarity

No industry jargon. We communicate with you in plain English on what needs to be done.

Do what you say you’ll do

Good advice is only good when backed by execution. Our team will follow through on our commitments.

We Do Things Differently

Most financial advisors only work with clients who are ready to hand over investment assets. We believe everyone deserves access to quality advice, even if you prefer to implement things on your own. That’s why we offer flexible ways to work together, including planning-only and advice-only options.

We take time to understand your goals, values, and lifestyle. Then we design a financial plan that supports your version of success, covering everything from tax strategy and investing to estate planning and cash flow.

This is more than money management. It’s life planning done with care, clarity, and no hidden agenda.

Start Your Plan
We believe financial planning should feel human, not transactional. We’re not here to chase trends or fit you into a template. We help you use your money to live the life you actually want, with clarity, confidence, and purpose.

We work with people who are ready to take ownership of their financial future. Many of our clients are high achievers – business owners, executives, and professionals with equity compensation – looking to retire early or achieve financial independence. Others are approaching retirement and want to make sure their next chapter is supported by a smart, reliable plan.

Wherever you are on your journey, we meet you there.

Here to serve, not sell.

Schedule A Call

Most advisors need to sell a product or manage your money to work with you. We chose a different path, one where advice comes first, always.

  • No pressure to invest assets with us
  • Planning-first, education-first
  • Built for real people with real goals