We believe financial planning starts with your story.

Let’s use that full picture to identify your goals then make a plan. We call it: Turning thought bubbles into reality. Because how can you get there if you don’t know where you’re going? And because we can all use a little help along the way.

 
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Decide with Confidence

Making financial decisions can be complicated. The Center process allows you to address and make immediate decisions while planning for your future. Building wealth and passing it on is no easy job. It comes with big decisions. What do you want for your future generations? What are your elder care needs? We'll help you find the best answers for your family. Let's Talk >>

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Experience Matters

Making the right choices about a Trust or your 401(k) can seem overwhelming. That's where we come in. Our experience goes beyond asset allocation and rebalancing portfolios. You'll find expertise on everything from financial planning for divorce to ESG investing. And we have a lot more personality than a retirement calculator. Let's Talk >>

Lauren Adams, CFA®, CFP®  Director of Operations    Meet

Lauren Adams, CFA®, CFP®Director of Operations

Meet

Lauren Adams, CFA®, CFP®

Sandy Adams, CFP®    PARTNER, CERTIFIED FINANCIAL PLANNER™    Meet Sandy

Sandy Adams, CFP®

PARTNER,
CERTIFIED FINANCIAL PLANNER™

Meet Sandy

Sandy Adams, CFP®, CeFT™

Matthew Chope, CFP®    PARTNER, CERTIFIED FINANCIAL PLANNING™    Meet MATT

Matthew Chope, CFP®

PARTNER,
CERTIFIED FINANCIAL PLANNING™

Meet MATT

Matthew Chope, CFP®

Nick Defenthaler, CFP®    CERTIFIED FINANCIAL PLANNER™    Meet Nick

Nick Defenthaler, CFP®

CERTIFIED FINANCIAL PLANNER™

Meet Nick

Nick Defenthaler, CFP®

Peggy Hall-Davenport, CFP®  CERTIFIED FINANCIAL PLANNER™    Meet Peggy

Peggy Hall-Davenport, CFP®CERTIFIED FINANCIAL PLANNER™

Meet Peggy

Peggy Hall-Davenport, CFP®

Kali Hassinger, CFP®     CERTIFIED FINANCIAL PLANNER™     Meet Kali

Kali Hassinger, CFP®

CERTIFIED FINANCIAL PLANNER™

Meet Kali

Kali Hassinger, CFP®, CDFA®

Robert Ingram, CFP®    CERTIFIED FINANCIAL PLANNER™    Meet Bob

Robert Ingram, CFP®

CERTIFIED FINANCIAL PLANNER™

Meet Bob

Robert Ingram, CFP®

Angela Palacios, CFP®, AIF®  PARTNER, DIRECTOR OF INVESTMENTS    MeeT ANGIE

Angela Palacios, CFP®, AIF®PARTNER,
DIRECTOR OF INVESTMENTS

MeeT ANGIE

Angela Palacios, CFP®, AIF®

Laurie Renchik, CFP®, MBA    PARTNER, CERTIFIED FINANCIAL PLANNER™    Meet Laurie

Laurie Renchik, CFP®, MBA

PARTNER,
CERTIFIED FINANCIAL PLANNER™

Meet Laurie

Laurie Renchik, CFP®, MBA

Jacki Roessler, CDFA®    DIVORCE FINANCIAL PLANNER,  BRANCH PROFESSIONAL    Meet Jacki

Jacki Roessler, CDFA®

DIVORCE FINANCIAL PLANNER,
BRANCH PROFESSIONAL

Meet Jacki

Jacki Roessler, CDFA®

Matt Trujillo, CFP®    CERTIFIED FINANCIAL PLANNER™    Meet Matt

Matt Trujillo, CFP®

CERTIFIED FINANCIAL PLANNER™

Meet Matt

Matt Trujillo, CFP®

Timothy Wyman, CFP®, JD  MANAGING PARTNER, CERTIFIED FINANCIAL PLANNER    Meet Tim

Timothy Wyman, CFP®, JDMANAGING PARTNER,
CERTIFIED FINANCIAL PLANNER

Meet Tim

Timothy Wyman, CFP®, JD

 
 

 

 

If a picture is worth a thousand words, how many is a video worth?

We invite you to learn a little more about working with The Center by watching the videos below.
We’re looking forward to hearing from you - Let’s Chat!

 

Financial Planning with
The Center

Working Together with
The Center

Getting Started with
The Center