FINANCIAL ADVISORS
YOUR GUIDES TO MORE ABUNDANT LIVING
As financial advisors, we help folks tackle their toughest financial challenges. Want to retire early? Pay for college? Travel the world? Become financially independent? Create a lasting legacy? If you can dream it, we can plan it.
So, what makes us different from the “big box” advisor on the corner? Well, for one, we don’t sell anything. We’re professional financial planners—Certified Financial Planners® (CFP) and Chartered Financial Analysts (CFA)—and we only provide advice, manage wealth, and answer to you, and only you. Period.
As your trusted guide, our job is to engage, educate, and empower you to live your best life possible.
The Mountain Man
BRIAN LAWRENCE, CFA, WEALTH ADVISOR & PARTNER
Tying into a rope with your climbing partner is implicitly trusting them with your life. Working with a financial advisor is not much different. Trust is the foundation of that partnership. Skill, adaptability, and perseverance is what gets you to the summit.
The Grizzly Guide
ADAM CORNWELL, CFA, CFP®, WEALTH ADVISOR & PARTNER
Safely guiding photographers deep into the Alaskan bush in search of 1,000-pound grizzly bears takes careful planning, behavioral knowledge, and years of experience. Those same traits help us safely guide clients on their path to financial independence.
The Burly Backpacker
JD PRITCHETT, CFP®, WEALTH ADVISOR
Planning a trip into the backcountry is like planning your finances. Getting started is the hardest part. First, you coordinate resources to reach your destination, and then you need conviction in times of uncertainty to complete the journey safely. We’re here to guide our clients from beginning to end.
The Ravenous Reader
LYNN BAUDREXL, CLIENT SERVICE MANAGER
A good story whisks you into its world, much like a client who faces some event which sets the characters in motion. Our job, like any good story, is to help the hero overcome a challenge to find financial success.