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509.325.2003

START
START WITH UNDERSTANDING: Achieving successful outcomes and meaningful relationships through mutual understanding.
GROW
GROW THROUGH PARTNERSHIP: Solving the challenges of today with a team of world-class partners to give you the tomorrow you deserve.
PLAN
PLAN ON INDEPENDENCE: Our independence dedicated to yours — the founding principle that guides our commitment to you.

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Our Team

Tim Mitrovich
Chief Executive Officer

Chief Investment Officer
Jacob Timm
President

Director of Retirement Planning
Ryan Fisher
Financial Advisor

Research & Analytics
Charlie Keturakat
Director Insurance Services

Financial Advisor
Ben Klündt
Financial Advisor
Casey Lawrence
Client Manager
Mark Taylor
Financial Advisor
Shelby Smith
Client Manager
Stephanie Farrar
Financial Advisor
Ron Kincaid
Financial Advisor

Insurance Specialist
Cassie Camerer
Financial Advisor
Craig Bishopp
Financial Advisor

Recent Updates

What We’re Up To …

May 14, 2018

Investor Insights, May 11th, 2018 Read More

“What’s Best” is All About You

May 07, 2018

Investor Insights, May 4th, 2018 Read More

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