Broker Check
Fiduciary* Advisor

Fiduciary* Advisor

Acting as fiduciaries*, we always act in the best interest of our clients and recommend suitable products and services without bias.    

Our Services
Financial Planning

Financial Planning

We will guide you and help you a build a roadmap designed to achieve your financial success!

Our Firm
Client Focused

Client Focused

Our entire energy and focus is on the client experience and ensuring your needs are met.

Our Process
Our Mission

Our Mission

The mission of our firm is to provide solid financial solutions for our clients to achieve their life-long goals.  We aim to deliver consistent and clear communication that results in unrivaled customer service.  We strive to create a lasting relationship of trust with our clients and empower them to thrive in their pursuit of their financial goals.   

Our Professionals

Our Professionals

Brian Koehl, CRPC® CRPS® and Kaye Miller, CFP® have a combined 67 years of industry experience.  Our years of experience have prepared us to guide you through your financial journey.


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*To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.