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®, CIMA®, IRMAACP™ Director of Wealth Management | Financial Advisor
Accredited Investment Fiduciary®, IRMAA Certified Planner,
Certified Investment Management Analyst®
Alec Copeland Financial Advisor
Jessica Duncan Client Relations Specialist
Jillian Phipps Marketing Director
Ailene Pua Communications Coordinator
Logan Doty Financial Advisor
Ashley Towe-Motz Marketing Outreach Coordinator
Katie Whitley Executive Operations Manager
