Julia Davis
I find joy and pride in supporting clients in partnership with lead planners, helping craft
Cara Stenslik, CFP®
Financial planning is most meaningful when it helps simplify the complex and brings a sense
Sarah Ballard, CFP®
My approach to financial planning is rooted in empathy and a deep commitment to helping
H. Jude Boudreaux, CFP®
I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that
Matt Knoll, CFP®
As Director of Financial Planning, my role centers on helping people make daily progress toward
JJ Sessions, CFP®
I have been preparing for my career as a financial planner all my life. As
Matthew Sivertsen, CFP®, CeFT®
I am passionate about helping clients understand the complex world of finance, and giving them the
Andrew Sivertsen, CFP®, EA, CeFT®
I serve small business owners, professionals, and retirees, helping them navigate the complexities of financial
Michael Branham, CFP®
I embrace my fiduciary duty to clients and believe that the best path to help
Michelle Maton, CFP®, CeFT®
My most important responsibility as a partner is to help our clients achieve their financial
