Your Retirement Coaches
Getting you to and through retirement like a champion
Our team puts you at the center of everything we do.
Russell Strickler, CFP®, AIF® Founder | Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
Alex Walther, AIF®, IRMAACP™ Director of Wealth Management | Financial Advisor
Accredited Investment Fiduciary®
IRMAA Certified Planner
Alec Copeland Financial Advisor
Jessica Duncan Client Experience Coordinator
Sarah Strickler Business Manager
Jillian Phipps Marketing Director
Ailene Pua Communications Coordinator
Colleen Duncan Client Experience Coordinator
Logan Doty Financial Advisor
