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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

Adam Lybarger

Financial Specialist

Lindsey Steele

Operations Associate

Megan Vickers

Administrative Associate