Our Team

Build a comprehensive retirement strategy with confidence.

Meet our team

Kevin Metzler

Founder

Tim Riney, CPA, MBA

Financial Advisor

Konrad Jürgens

Financial Advisor

Adam McDermont

Financial Advisor

Angela Sisson

General Manager

Somer Riney

Client Service Specialist

Chevaughne Brauns

Client Service Specialist

Jessica Seaver

Marketing Event Coordinator

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