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Mission Statement

Our mission is to help you achieve financial freedom and peace of mind with our personal support and the use of modern and secure technology. We strive to give you back the freedom to focus on what matters most to you. We are a relationship business, aiming to exceed your expectations in all that we do.

Vision Statement

Our goal is to be your cutting-edge partner in planning and assist you in achieving the freedom to accomplish all of your financial goals so that you may invest more time on what’s important at work and in life.

Pete Wilhelm

CFP®, MS Taxation, EA - Co-Founder and VP

Karen Wilhelm

CPA - President

Bob Gallagher

CFP®, MS Taxation, EA - Co-Founder

Amy Brown

CPA

Lynn Clark

CPA, MS Taxation

Tricia Smith

CPA, MS Accounting

Kristen Keirn

EA

Beth Schultz

Certified Bookkeeper