We’ll educate you on the options in front of you and what the possible results are for each of those options

We want to understand your goals and dreams that are specific to your future and then show you how our strategies can make it happen

All we need you to come with is an open mind

No concrete decisions have to be made in our first meeting

What to Expect

Our Team


Michael Mitchell

President, CEO


Brent Treece

Financial Advisor

Kara resized~001.jpg

Kara Lovell

Business Manager

Stop worrying if you are making the right decisions with your money