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A Little About Us

About Brad...

Founder & President

Brad Gomer
About Britt...

Client Service Manager

Britt Gomer
About Joni...

Client Service Manager

Joni Dorris
About John...

Special Advisor

John Hartshorn

The Rest of Our Team

We have intentionally limited the size of our firm to ensure that every client receives the very highest level of personalized service. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms. These include:



Insurance Experts


Banking Experts

Charitable Giving Experts

If sounds like the team with whom you'd enjoy working, learn more about how we work with you.

Ready to tackle retirement with confidence?

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