Our Team

Build a comprehensive retirement strategy with confidence.

Meet our team

Kevin Metzler

Founder and Financial Advisor

Tim Riney, CPA, MBA

Financial Advisor

Konrad Jürgens

Financial Advisor

Angela Sisson

General Manager

Joel Metzler

Marketing Team

Somer Riney

Client Service Specialist

Chevaughne Brauns

Client Service Specialist

Bridget Linton

Office Assistant

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