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Montana

Brian Wheeler

Seeing people hit their goals is one of the most rewarding parts of life. Over the past decade, it has been a lot of fun helping people grow towards financial peace ….

Karissa Campbell

Financial freedom and legacy are achievable with the right plan, knowledge, and discipline. Karissa is here to work towards a strategy to fit your specific personal finance goals. Karissa was drawn…

Rick Godfrey II

Rick Godfrey’s journey in the financial world began with teaching high school economics. The common-sense approach and heart of a teacher model ….

Rick Godfrey Sr.

Rick Godfrey Sr., has a passion for teaching and utilizing common sense solutions when it comes to helping his clients reach their long-term financial goals ….