The People Behind
Your Legacy
We are a collective of dedicated professionals, each bringing unique experience to guide your financial journey with clarity and confidence.
Don Wells
Don leads the group with extensive experience in wealth management and strategic financial planning. His approach is rooted in understanding the complete financial picture of each client, allowing him to craft strategies that stand the test of time.
With over three decades in the financial services industry, Don has navigated through various market cycles, helping clients maintain focus on their long-term objectives. He specializes in retirement income planning and estate preservation strategies.
Kyle Wells, CFP®
Kyle specializes in comprehensive financial planning and investment strategy for our clients, bringing a modern perspective to wealth preservation.
As a Certified Financial Planner®, Kyle is dedicated to upholding the highest standards of integrity and professionalism. He focuses on detailed financial plan generation and creating investment portfolios for the future.
Troy Johnston
Troy brings deep knowledge in portfolio management and market analysis to the team, ensuring our investment strategies remain robust.
Troy's analytical background allows him to dissect complex market data and translate it into actionable insights for our clients. He oversees the firm's asset allocation models and risk management protocols.
Kit Larsen
Kit helps to ensure a seamless client experience through dedicated support and relationship management.
Kit is often the first point of contact for our clients, providing exceptional service and administrative support. Her attention to detail ensures that all operational aspects of your accounts are handled with precision.
Jill Sharp
Jill focuses on administrative excellence and providing high-touch service to all our valued partners.
Jill brings a wealth of organizational expertise to the team. She manages client scheduling, account documentation, and ensures that our office operations run smoothly and efficiently.