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About us

Our Philosophy

Our Advisors and Employees Have Been Public Employees Dating Back to 1964. Our Families and Our Employees Represent the Same Values and Backgrounds as Our Clients.

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core valuesYour dreams matter and
your future is our priority

We believe that true wealth management is about more than just numbers on a balance sheet; it is about providing the freedom to pursue what brings you joy. Whether you dream of traveling the world, purchasing a vacation home, or simply enjoying a worry-free retirement, we take the time to deeply understand your personal vision so we can build a strategy that truly supports it.

Your financial confidence is the compass that guides every recommendation we make. We are committed to acting as your steadfast partner, proactively helping to navigate market complexities and life’s changes alongside you to help ensure your path remains clear. By placing your future at the center of everything we do, we help turn your lifelong aspirations into a tangible reality.

Our Management team

Scott Bovee

Scott Bovee

Managing Partner

Richard Pond

Major Richard Pond (Ret)

Assistant

Stacey Hammerle

Stacey Hammerle, MBA, CFP®

Certified Financial Planner

our processYour Journey to Financial Clarity

Step 1Set up a time to talk

We begin by sitting down to understand your full financial picture. We listen to your goals, analyze your current benefits, and help identify exactly what you want your wealth to achieve for you and your family.

Step 2Discuss Dreams & Goals

Drawing on our experience, we can help construct a personalized plan that balances growth with protection. We clearly explain our recommendations and take the necessary steps to help put your custom strategy into motion.

Step 3Pave for your future

Your life and the markets are constantly changing, and your plan should too. We provide ongoing support and regular reviews to help adjust your strategy.

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