Charles Reimers, CFP, CPFA
Director of Financial Planning & Wealth Advisor
Monika Chandra
CFO Consultant
Tatiana Perez
Senior Marketing Consultant
Patricia Quimby
Idaho Based Client Relationship Manager
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.