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Your Team. Our Family.

<sup>Who We Are</sup><br/>Professionals Who Care<br/>

Who We Are
Professionals Who Care

Positivity inspires our view of money as a useful resource to achieving personal fulfillment and joy rather than just accumulation. With our financial guidance, we encourage clients to go-after the things that will make them happy, now and later in life.

About Us
Meet The Team

Dawn Hemming

Dawn Hemming

Founder & President, Wealth Management Advisor

Autumn Soltysiak

Autumn C. Soltysiak, CFP®

Partner, Wealth Management Advisor

Tanelle Budd

Tanelle Budd

Associate Financial Advisor

Jena Posey

Jena Posey

Chief Compliance Officer

Marissa Sobbry

Marissa Sobbry

Office Manager, Relationship Manager

Kassandra Hildebrant

Kassandra Hildebrant

Relationship Manager

Tessa Stapleton

Tessa Stapleton

Relationship Manager

Ashley Urbanus

Ashley Urbanus

Relationship Manager

Contact Us
We Want To Hear
From You

Choosing us means choosing a true partner in your financial journey. Everything we do is focused on our client’s aspirations for an abundant life.

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