Specialized training to serve your specific goals

Joshua A. Waymire and  Matthew West

We have invested in extensive, rigorous training and credentialing to enhance the value of our experience in the rapidly changing market, and to best serve our clients’ goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Your life is unique. Your financial plan should be, too.
Matt West, CFP®, CEPA®; Vice President, Wealth Management, Certified Exit Planning Advisor