Our Team

Build a comprehensive retirement strategy with confidence.

Meet our team

Kevin Metzler

Founder

Tim Riney, CPA, MBA

Financial Advisor

Adam McDermont

Financial Advisor

Kaleigh Visk

Marketing Director

Angela Sisson

General Manager

Somer Riney

Client Service Specialist

Colton Wessel

Client Service Specialist

Lisa Kent

Client Experience Coordinator

Becca Hatch

Marketing Assistant

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