Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jonathan Tippetts
Financial Advisor
My Team and I are passionate about helping our clients meet their financial planning goals. In a world full of information, it is more meaningful than ever to seek prudent advice. We educate our clients, give them options and guide them through our comprehensive process. Our expertise is working with queer/LGBTQIA+ professionals, business owners, and young families.