We were founded in 2020 by Chris Pratt, G. Leah Stapleton, Donnalee Bowles, Noemi Bedford and Corey Solorzano. Our team has extensive experience working together from our time at WHP Financial Planning, Chris’ former firm. Everyone is excited at the opportunity to partner with Chris on his new venture. Our mutual values and shared vision allow us to offer the high level of service and help our clients expect.
One of the many benefits of working with our financial planning firm is that we can simplify complex financial topics and tailor the advice to your specific life situation. Individual team members are encouraged to contribute to all areas of the company to discover what they enjoy doing most. We believe this approach allows us to enhance the services offered to our clients. The direct result is that clients are working with professionals that are passionate about their careers and look at this as more than just a job. Our passion is creating financial plans and giving advice that people can understand and use. We work to empower educated clients to make decisions and take action.