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, CFP® Financial Advisor
Logan Doty, EA Financial Advisor
Enrolled Agent
Luka Zachary Financial Advisor
Joseph Berger Business Development Representative
Christopher Bakken Client Relations Advisor
Jillian Krause Client Relations Coordinator
Jessica Duncan Client Relations Specialist
Ailene Pua Communications Coordinator
