We believe financial guidance should feel personal, human, and genuinely supportive - not transactional. Money touches everything: your goals, your family, your creativity, the work you pour your heart into. That’s why we treat it with the care it deserves.

When you work with us, you’re not getting a single advisor - you’re getting a partnership. Shannon and Kolby combine their distinct strengths, perspectives, and lived experience to serve clients together. Shannon brings deep expertise in helping bloggers, influencers, and creative entrepreneurs navigate growth, taxes, and long-term planning with clarity. Kolby lends analytical insight and strategy, especially for business owners and entrepreneurs who need thoughtful, forward-looking solutions. Together, we’re able to look at your financial life from every angle, anticipate challenges, and uncover opportunities that might otherwise go unseen.

Our approach is simple: understand your world, collaborate closely, and build strategies that support the life and business you’re working so hard to create. We design financial plans, optimize investments, align your money with your values, and help you move toward long-term security, all while honoring the fiduciary standard that puts your best interests first, always.

This is financial partnership the way it should be: transparent, creative, and centered on you. We’ll chart a path forward that feels steady, flexible, and uniquely yours.