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Meet Our Team

Here’s our story. We look forward to hearing yours.

Your Financial Planning Team

Our Team

Michael Andersen

Founder & President

Brianna McDermott

Practice Manager

Roger Hyneman

Social Security Specialist

Kelsey Middleton

Operations Associate

Cathie Bishop

Administrative Associate

Holly Baldwin

Operations Associate

Corey Schmidt

Investment Advisor Representative

Adam Lybarger

Financial Specialist

Megan Vickers

Administrative Associate