In today's complex world, the expertise and clear vision of a financial professional can help you pursue your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.


Executive Staff

Management Staff

Sue Gomez
Director of Operations

Business Planning

Mark Scott, LUTCF, FSS

Disability Planning

Aaron Ostler


Financial Planning

Jeanne Boisen-Baum CFP, ChFC


Long Term Care Planning

Michael Booth, LUTCF, FSS



Support Staff

Deedee Brewer

Angela Corbett

Kelley Iske

Kay Peters