Certified Financial Fiduciary® Investment Advisor Representative

Gage brings over ten years of experience in financial services to his role as a trusted advisor. His commitment to servant leadership is evident in his dedication to understanding his clients’ values and empowering them to make informed financial decisions. Gage believes in building strong relationships with his clients, taking the time to truly understand their individual needs and goals. He works collaboratively with each client to develop a personalized financial plan that aligns with their values and aspirations.

Ann began her career in education, specializing in mathematics education. She taught middle school math, kindergarten and 4th grade. She loves working with children and helping them grow and learn. Ann was a member of the district’s math committee helping to rewrite benchmarks, standardized tests and frame curriculum. She was also co-director of summer science camps, lead teacher for the school newspaper, created and lead math clubs, and provided private math tutoring.