Outcomes Focused.

Client Driven.

Get to know us so we can know you.

We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.

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Retirement Plan Consulting

We offer clients a complete retirement plan solution from Boardroom to Breakroom.


Financial Planning Resources

We help you care for your company’s most important asset – your people.


Who We Are

We’re big fans of the buddy system. Because of this core principle, engaging with people in authentic ways and investing in their life’s journey is at the heart of all that we do. We believe we have an opportunity and a responsibility to leave the world a better place and positively impact the lives of the people we come in contact by joining them in their journey, traveling alongside them, and helping them get farther down their path.

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(913) 643 – 4135
(913) 643 – 4131

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We envision a world where people are closer to their destination and have a greater enjoyment of their journey because our paths have crossed.