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Who We Are

Who We Are70 Years Of Experience

We are a team of professionals who sit on the same side of the table as our clients. We are not tied to any Wall Street investment banks and offer customized advice without exception. With over 55 years of collective investment experience, our office offers a forward vision led by Ryan Schrift, who uses these considerations as our keystone:

  • Client vs. Institution
  • Evidence vs. Emotion
  • Process vs. Product
  • Current vs. Historic
  • Objective vs. Subjective

Meet The Team


Lyndi Jenkins

Lyndi Jenkins

Administrative Assistant

Paul Goetz

Paul Goetz

Financial Planning Associate

ResourcesKnowledge Leads To Financial Freedom.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

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What is the Value of Your Business?

What is the Value of Your Business?

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The Half Million Dollar Baby

The Half Million Dollar Baby

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Schedule a Consultation

Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.

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