How We Work
Every client relationship begins with a thorough process of getting to know you, not just your balance sheet, but your goals, your family, your timeline, and what financial security actually looks like for your life. From there, we build a plan designed around your life, and we stay actively engaged as life evolves.
Clients often describe working with us as feeling less like a traditional advisory relationship and more like having a trusted member of their extended family in their corner. That comes from how we handle the everyday: staying accessible, communicating in simple terms, and following through on what we say we'll do. When complex situations arise, we work through them with you.
Our Commitment
We are fiduciaries, which means we are legally and ethically obligated to act in your best interest in every recommendation we make. This standard is not a formality. It shapes how we structure your plan, how we present your options, and how we have the harder conversations when they come up.
Our goal is to be the most valued professional relationship in your life. We hold ourselves to this standard in how we show up for every client, every time.
In the Community
Our sense of responsibility extends beyond our clients. We are active participants in the communities around us, giving back both locally and globally. The work of helping people build better financial lives is meaningful to us, and we carry that spirit into how we engage with the world outside the office as well.
John Duckworth, CFP®
Principal
Brandy Harrington, CFP®
Principal
Joel Riley, CFP®
Principal
Jeanne Thomas
Director of Client Relations
Maggie Shields
Client Service Associate
Liubov Smith, FPQP®
Paraplanner
Tuxan Blumenauer, FPQP®
Paraplanner
Juliana Realmo
Client Service Associate
