Meet the Team

We serve as our client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer, or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.

Shea Theel

Practice Coordinator

Ryan Janus, CFP®, EA

Certified Financial Planner™
IRS Enrolled Agent

Read more about our qualifications

We have the knowledge and experience necessary to help achieve your goals and solve any and all financial problems you may encounter.

Are you a fiduciary?

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

  • We will always put our clients’ best interests first.

  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

  • We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.

  • We will avoid conflicts of interest.

  • We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

In other words, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.

Why hire a Certified Financial Planner™ (CFP®) Professional?

The CFP® certification is the standard of excellence for the financial planning profession. Before anyone can call themselves a CFP® professional, they must meet rigorous education, examination, experience, and ethical requirements. CFP® professionals are trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.

What is an IRS Enrolled Agent?

Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete ongoing education. Enrolled Agents are federally licensed tax practitioners who are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.