Broker Check

Our Team 

Our business is built on a foundation of thoughtful client relationships. We strive to help our clients unlock the potential of what a detailed, refined, disciplined, financial planner/client relationship can achieve.

Brian Koehl

Brian Koehl, CRPC® CRPS®

Founder, President, Financial Planner

Kaye Miller

Kaye Miller, CFP®

Founding Member, Financial Planner

Leigh  Haynes

Leigh Haynes

Director of Business Development

Pam Lee

Pam Lee

Registered Assistant, Operations Mgr.

Our Values 

Our Values 

Brian and Kaye both grew up in small rural towns in what seems like worlds apart. Brian from southwest Ohio and Kaye on a farm in South Carolina. They grew up in vastly different areas of the country, but  both share similar values instilled in them from their small-town roots.  Both are from tight-knit, hard working families. Their upbringing created a real sense of community and instilled in them the importance of helping others and always holding yourself to a standard within your community. Trust, honesty, integrity. We believe values matter, and we live by ours everyday.   

Pablo Picasso


"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success."

Pablo Picasso