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Happiness is the foundation for health, hope, and even more happiness.

We Help You Grow the Life You Want

One of the most important things we bring to you is perspective--perspective on business challenges, personal finances, investment goals, and on the continually changing financial markets. You want solutions to financial issues, an understanding of what your money should be doing, and how to handle your financial affairs. Our goal is to use that perspective and provide custom solutions that fit individual needs.

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Financial Advice Shouldn't Be Complicated

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that, with your understanding of personal finance, coupled with our training as financial professionals, we can help you better prepare for the future.

With our backgrounds, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance concepts and use those concepts to pursue their financial objectives.


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Meet Our Experienced Team

Kirk Matteson, CPA

Kirk N. Matteson

Managing Member & Investment Advisor Representative

John Taylor "J.T." Closi, CFP®

John Taylor "J.T." Closi, CFP®

Investment Advisor Representative, Planning Specialist

Client Fulfillment Assistant position available soon.

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