Meet Our Team

Each season of life is accompanied by unique financial goals and challenges. Sten and his team work closely with our clients to simplify the complex decisions that come during these different seasons of life. Sten focuses on retirement...

Spending the first 8 years of his career in the health insurance industry and watching others struggle to find affordable health care was a turning point in Dustin's life. It was then that he realized that he wanted to be in a role...

Brad has spent the past 17 years helping clients make better financial decisions by helping them recognize opportunities and avoid pitfalls throughout their different stages of life. In Brad’s opinion, an effective financial plan...

Eve is a solution-oriented finance and consulting entrepreneur. She is closing the gender gap by helping women prioritize their investment goals and turn complex financial ideas into actionable strategies. Simply put, Eve is an...

Jamie has worked in the financial services industry since 2004. With a great deal of experience in both client service and office management, she is passionate about both serving our clients and helping our team provide the most...

Chris is an Illinois native, and upon moving to Nashville, he joined our team. He is passionate about helping people and specifically enjoys helping people achieve their financial goals. Chris works hard every day to elevate the...

Brooke has worked in the medical field and customer relations since 2014. She is passionate about building relationships, organizing data, and creating processes that create the best possible client experience. Brooke will carefully...