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Working With the Best

Our Team

Our experienced team is dedicated to providing thoughtful guidance and personalized service to help you reach your financial goals.

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Founder & Financial Advisor

Tyler Keenan
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Luke Rickenbacher

Client Service Manager

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Financial Representative

Jack Lesnett
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Advanced designations. Higher standards. Better outcomes for you.

Approximately 30% of advisors hold one designation. Tyler holds ten designations. Something the top 1% rarely achieve.

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