Who We Are

As an Independent Registered Investment Advisor, our number one priority is serving our clients’ best interests. We believe in offering unbiased, straightforward advice, and sensible financial strategies where our success is defined by the success of our clients. Being independent means having the freedom and flexibility to provide each unique relationship with the time, resources, and attention it deserves.

What We Do

Our Team

M. Katherine (Katie) Pieper

Managing Partner

Craig J. Hanson, CFA®


Blaine Thompson

Wealth Management Associate