Meet our Team

Shea Theel

Practice Coordinator

Shea Theel

Practice Coordinator

Ryan Janus, CFP®, EA

Certified Financial Planner™

IRS Enrolled Agent

Certified Financial Planner™

IRS Enrolled Agent

Ryan Janus, CFP®, EA

Certified Financial Planner™

IRS Enrolled Agent

Get to Know Us Better

Answers to questions we often hear from people like you.

How do I know if we're a good fit?

What are your qualifications?

What makes you different from other advisors?

Do you work on an hourly or one-off project basis?

What is your planning philosophy?

Get to Know Us Better

Answers to questions we often hear from people like you.

How do I know if we're a good fit?

What are your qualifications?

What makes you different from other advisors?

Do you work on an hourly or one-off project basis?

What is your planning philosophy?

Get to Know Us Better

Answers to questions we often hear from people like you.

How do I know if we're a good fit?

What are your qualifications?

What makes you different from other advisors?

Do you work on an hourly or one-off project basis?

What is your planning philosophy?