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Our Why:


To Humanize Finance

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How We Do It:

By using our experience and knowledge to help you achieve your life goals

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What We Do:

Work with you to understand your goals and implement financial strategies tailored to your needs

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Meet Our Team

Michael McConachie, CFP®, CRPC®, AIF®

Michael McConachie, CFP®, CRPC®, AIF®

Founder, Investment Director, Financial Advisor and Financial Planner

Faris  Nagle, CFP®

Faris Nagle, CFP®

Partner, Financial Advisor and Financial Planner

Shawn Wermerskirchen, CASL®

Shawn Wermerskirchen, CASL®

Partner, Financial Planner

Ron Koehler,  ChFC®, LUTCF®

Ron Koehler, ChFC®, LUTCF®

Partner, Financial Planner, Financial Services Executive, Investment Advisor Representative

William  J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Partner, Financial Advisor

 Schuyler C.  Woodhull III

Schuyler C. Woodhull III

Financial Services Representative and Financial Planner

Emma Snell

Emma Snell

Client Relationship Manager

Lucas Ciabattoni, CFA

Lucas Ciabattoni, CFA

Investment Director

Dana Rose

Dana Rose

Financial Services Professional

Bobbi Johnson

Bobbi Johnson

Administrative Support Team Member

Ann Wettergren

Personal Marketing Assistant to Shawn Wermerskirchen

Toni Koehler

Personal Assistant to Ron Koehler

Come Visit Our Offices