A team who
takes the time
About the team
Just as with the doctor or dentist, having a financial advisory team you’re comfortable with makes all the difference. Getting to know you on a personal level and earning your trust not only makes the process of managing your wealth more enjoyable for everyone involved, but it also helps us immensely in doing our job by understanding your unique outlook on life and wealth – no matter how much time it takes.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
Brady Wright
Financial planning associate
Connie Clark
Operations Manager
Christine Nelson
Client Service Associate
Our team is here to be your partner, offering the knowledgeable perspective you need to highlight the factors that have the power to impact your financial life for the better. We are adept at addressing the wide-ranging challenges and complexities that can arise in wealth management, often working closely with clients’ other service professionals such as their attorney or CPA. We’re proud to do everything we can to help our clients preserve the wealth they’ve worked diligently to grow and move toward the future with confidence.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
