And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Sarah Hines, CFP®, CLU®
A knowledgeable Financial Planner who helps clients build financial security with professional guidance and a passion for financial literacy.
Nic Remer, CFP®, EA
A Valued Wealth Manager who helps clients navigate financial planning with expertise, strategy, and a passion for financial freedom.
Claudia Hines
A dedicated Sales Assistant who works alongside financial planners, providing seamless support and ensuring smooth client experiences.
Cetera Back-Office Support
Helping solve clients' most sophisticated challenges with the expertise of our team of seasoned attorneys, CFP® certificants, MBAs, and financial advisors
Have the confidence to make your next move with a financial plan
When you see the big picture, and understand it, you're more likely to have the confidence you need to make your next move with a reassuring perspective. Living in the midst of volatility, complex taxes, and overexaggerated media breeds noise that clouds your vision of that big picture.
-Nic Remer, CFP® , EA
Integrity | Client-Centered Excellence | Compassion
OUR CORE VALUES 
Wealth Management
Welcome to a new standard in asset management, where your financial goals meet professional guidance and exclusive opportunities. We pride ourselves on offering a full suite of personalized services designed to empower our clients at every stage of their investment journey. Whether you're looking for brokerage solutions or sophisticated portfolio management, our approach is centered on your success.
Meet some of our strategic partners
We are fiduciaries
Whoever is careless with the truth in small matters cannot be trusted with important matters.
-Albert Einstein
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
How to Give Generously Without Derailing Your Goals
Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
Enjoying Retirement While Staying Aligned with Your Plan
After saving for years, it's time to build confidence to spend. Learn to enjoy retirement without second-guessing purchases.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
The Values Shaping Your Financial Decisions
A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.
Where Family Wealth Meets Family Values
Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.