Broker Check

About Us

Your Financial Journey is Unique, and We're Here to Guide You Every Step of the Way.

 As your partner, we walk alongside you—offering guidance, clarity, and confidence as you navigate life's financial decisions.

Kevin Spearman

Kevin Spearman

Co-Owner

Lance Spearman

Lance Spearman

Co-Owner

Kenton Mickley

Kenton Mickley, CFP®

Financial Planner

Olivia Groves

Olivia Groves, CFP®

Financial Planner

Miriah Grubagh

Miriah Grubagh

Senior Office Administrator

Our Process
We Strive For Excellence As Much As You Do

Step 1:
Discovery Meeting

We start by getting to know you—your goals, concerns, and what matters most to you. This meeting is all about understanding your financial situation, priorities, and vision for the future.

Step 2:
Crafting Your Personalized Plan

After our discovery meeting, we analyze the information you’ve shared and create a comprehensive financial plan tailored to your unique needs.

Step 3:
Plan Presentation

We present your financial plan, explaining how it aligns with your goals and providing clarity on the steps needed to achieve them.

Step 4: 
Decision and Implementation

Together, we decide if we’re the right fit to continue working together and which parts of the plan to implement.

Step 5:
Ongoing Reviews and Adjustments

Life changes, and so do financial plans. We’ll stay with you every step of the way, reviewing and adjusting your plan as needed.

Contact Us
Let's Get Started

Work With Us