Where do I fit?
Our Team
A FEE-ONLY REGISTERED INVESTMENT ADVISOR SINCE 1996
Stephen White CFA
Chief Investment Officer
Megan Parrish CFP®
Managing Partner
J. Chris Hendrickson CFP®
Senior Financial Planner
Monica Hyde
Operations Manager
David Collie
Client Services Associate
Matthew Gjevre
Associate Financial Planner
Our Values
Intentional
Your goals come first. We want to strategically plan for your unique path.
Transparent
We aren’t brokers. We aren’t afraid to talk about all of the components that make up your financial complexity.
Committed
Our commitment is helping you succeed. We are enablers of your success and will go above and beyond to help you achieve your goals.
Connected
We believe in a holistic approach to finances. Financial planning and investment management are crucial to setting and achieving your goals.
Different
We believe finances can be fun. We believe in being fun, factual and enjoying the journey.
Fiduciary
You come first. Our fiduciary standard is the foundation of our values, and we will always strive to provide you with advice that is in your best interest.