Living your best
Think of us as a partner to help you achieve more.
Your Path.
Your Possibilities.
There is a right answer for you, we’ll help you define it.
By crafting a financial plan based on your goals, resources, and lifestyle, we help you make the most of opportunities in front of you.
Along the way, we’ll help you stay on track to ensure you live your best life.
People Matter Most.
Choosing the right advisor is important. You should feel connected to the people managing your financial picture.
Our introductory bio videos give you get a sense of who we are before we meet. That way, every meeting moving forward is focused on you.
Tasha Mauss, MBA
Co-Founder
Mike Kaiser, CFA
Co-Founder
As co-founders, the two of us are about as different as two people can be... and it works great! We've spent over a decade sharing clients and pushing each other to be better.
Outside the two of us, we work with a team of professionals to bring expertise and skill to our clients. All of us together deliver solutions to help you acheive the security and freedom that’s important to you.
Most of our client relationships span generations and have lasted decades. These relationships have taught us a few simple things: