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Meet Our Team

Independent, But Not Alone

The beauty of being a small firm is that we have the pleasure to get to know each and every client at an intimate level. We celebrate life’s joys with you, and we grieve your losses as well. Above all else, we watch you grow your confidence, knowledge and net worth as you progress towards your goals.

To create a truly holistic experience for our clients, we work with a wide network of professionals including attorneys, CPAs and accountants, real estate agents and mortgage lenders. If there’s a part of your financial plan that we can’t address directly, we’ll coordinate between you and a trusted professional to make it happen.

Get to Know Your Financial Planning Professional

David Henderson


For over a decade, David Henderson has strived to make a significant and positive impact on peoples’ lives through holistic financial planning. Whether you’re preparing for a milestone event like retirement or looking to...

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