Our first priority is helping you take care of yourself and your family.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been integral to our history and the cornerstone of our success.
John Lawrence, CWS®
Partner - Financial Advisor
John operates his business by the Golden Rule: “Doing for others what you would want them to do for you.” This involves working with clients to develop a sensible plan followed by thoughtful implementation and monitoring. In this, John...
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Amanda Lenz
Partner - Financial Advisor
Amanda has been a member of our team since 2012. Many have come to know her as “Mandy”. She has dedicated these years to serving clients with integrity and compassion. Over the years, Mandy’s reputation has grown, drawing clients from...
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Catherine Cleveland
Financial Advisor
Catherine has been a member of our team since 2019. She spent the first 6 years with our team as a registered assistant, where she approached every task with dedication and enthusiasm. Now an advisor, Catherine strives to help...
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Nathan Joyner, CFP®
Paraplanner
Nathan has been a member of our team since 2023. He has been a pillar within our organization, approaching every task with methodical care and integrity. He spends his time as a Paraplanner helping create financial plans and being an...
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Lael McIntosh
Client Service Associate
Lael, who joined the team in the summer of 2025, balances her time between managing the front desk, welcoming clients in person and on the phone, and providing administrative support to the advisors. Raised in Utah, she relocated to...
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