Meet the Team
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal- you can learn more about us by clicking our names below! We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. This motivated each of us to begin helping people with their money…our favorite pastime!
We are confident that with our understanding of personal finance, coupled with our training as financial advisors, we can help people better prepare for the future so their confidence in their financial success flows like water in a fountain. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a deep commitment to our clients and the communities they serve.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.
Matt Schoenfeld
Wealth Advisor/Owner
My focus is on building robust portfolios that align with our clients’ long-term financial goals.
Corey Bierl
Wealth Advisor/Owner
With over 20 years in the industry, I help clients achieve their financial goals through personalized strategies.
Jason Cole
Wealth Advisor/Owner
I work closely with clients to devise strategies for saving, investing, and securing their financial future.
Jay Simpson
Wealth Advisor
My role is to help clients maximize their retirement savings and prepare for the future they envision.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.