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
