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Meet The Team

We are a boutique client focused investment advisory and financial planning firm providing services on a fee-only basis.
Team Member

Jason Behr, AIF®

Partner, Portfolio Manager & Wealth Advisor
Bio
Team Member

Jim Hayett, CPFA®

Founding Partner, Portfolio Manager & Wealth Advisor
Bio
Team Member

Alexander Doman

Director of Client Services
Bio
Team Member

Morgan Hayett

Research Assistant
Bio

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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