Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

We have found that a team approach can be an effective method to help clients with their wide variety of needs as they maneuver through a complex financial-services world. We actively coordinate with your tax and legal professionals. If you lack professional relationships, we can help connect you with qualified services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.


Our Team

Kirk Matteson, CPA

Kirk Matteson, CPA

Managing Member & Investment Advisor Representative

John Taylor "J.T." Closi, CFP®

John Taylor "J.T." Closi, CFP®

Investment Advisor Representative, Planning Specialist

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