Planning that starts with your goals, not your money.
Get to know my dedicated team
At our firm, we have built a team of dedicated professionals who embody a strong work ethic and genuine empathy for our clients. We are committed to helping you move forward on your financial journey through a well-structured process that is tailored to your unique needs. With our expertise and unwavering support, we will guide you every step of the way, ensuring that you have the clarity, confidence, and tools necessary to make informed decisions. Our team is passionate about your success and is here to empower you to achieve your financial goals.
Rachel L Kingsley
Director of Onboarding
As a Certified Administrative Professional (CAP), Rachel brings a diligent, proactive and empathetic vision to the team. Married for 28 years with three grown children, she enjoys working with others to achieve their goals and serves as an excellent team member.
Matt T. Longan
Advisor and Partner
Our team focuses on comprehensive financial planning. We take an education first approach with an emphasis on creating clarity for the clients we serve. If we can help smart people understand how their money works and how to align their actions with their goals, they will make smart decisions, and accomplish their goals with a high probability of success.
Noah R Parris
CPWA®, CFP®, MBA, ChFC®, RICP®
Wealth Management Advisor
My team and I help business owners and families in higher tax brackets with tax-efficient strategies. We're dedicated to planning with our clients by connecting their heart to their balance sheet. We help the business owner with exit planning. We serve families with retirement distribution planning. We would be honored to walk this journey with you through our national planning practice.
Let's connect
Let's connect