Who We Work With

Sophia Lanting

Sophia Lanting

Sophia primarily works with individuals and families with complex planning needs, emphasizing working through life transitions and identifying the values that drive you.

Patti Dimmer

Patti Dimmer

Patti is passionate about working with employer retirement plan participants and helping them maximize their benefits and establish a solid financial foundation.

Samantha White

Samantha White

Sam is passionate about working with business owners and making sure their needs are met.

Jess Hernandez

Jess Hernandez

Jess is an experienced advisor that has a heart for working with women, especially widows, and takes pride in walking with them as they establish their new normal.