We’ve pulled together a few videos to provide you with quick overviews of our financial planning philosophy, investment strategy, technology platforms, team, and client testimonials.
Testimonials
Mark & Sheryl R.
Pam W.
Meet Our Team
Scott Sarber, CFP®, AIF®CEO | Senior Wealth Advisor
Matthew Neff, CRPC®, AIF®Director of Advisor Services | Senior Wealth Advisor
Blaine Carr, CPA, CFP®, AIF®Senior Wealth Advisor
Josh Chittenden, CFP®, AIF®Senior Wealth Advisor
Matthew Petersen, CTFA, AIF®Senior Wealth Advisor
Cory Briggs, CFP®, AIF®Senior Wealth Advisor | SmartVestor Pro