TEAM
How We Work
Working together as a team, combining our knowledge and experience allows us to give you a broader scope of information. When planning for your financial future we account for many different scenarios that may arise along the way. We educate you on your investments choices and how we invest your money.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kelsey Hyman, CPA/PFS
Financial Planner
As a Personal Financial Specialist with extensive tax experience, Kelsey is uniquely qualified to help you develop a financial plan* with customized strategies for pursuing your goals and peace of mind. Kelsey's career in financial...
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Kevin Hyman
Financial Services Representative
Kevin is a financial services representative. He holds his Series 6 license (Investment Company Products/Variable Contracts Representative) and 63 license (Uniform Securities Agent State Law Exam) as well as life and health insurance...