Financial Planners

Kyle Berg CFP®, BFA™

Partner, Financial Planner

Andy Fishman CFP®

Founding Partner, Financial Planner

Michael Fishman CFP®

Partner, Financial Planner

Brendan Halleron CFP®, AIF®, BFA™

Partner, Financial Planner

Chris Johnson CFP®

Partner, Financial Planner

Dan Lear CFP®, CPWA®, BFA™

Partner, Financial Planner

Steve Lear ChFC, CLU, BFA™

Founding Partner, Financial Planner

Bekah Peterson

Associate Financial Planner

Hunter Schwimmer CFP®

Associate Financial Planner

Marc Usem

Partner, Chief Investment Officer