Get to know Alex & Ashley

The dedicated financial experts behind our personalized wealth management services.
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Personalized Plans for Your Goals
We tailor every financial plan to fit your unique vision and future.
Investment Strategies Aligned with You
Your investments grow alongside your evolving financial plan.
Tax Planning That Protects Your Wealth
Advanced tax strategies to safeguard your financial legacy.
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Passion & Empathy

Meet Ashley Dickson

Ashley is passionate about helping clients uncover the "why" behind their financial goals. As a CERTIFIED FINANCIAL PLANNER™ and a dedicated mother of three, she brings empathy, clarity, and a relationship-driven approach to every financial plan.

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Focused Veteran

Meet Alex Borgardts

As a CPA and Personal Financial Specialist, Alex brings a tax-focused, technical approach to financial planning. His commitment to helping clients reach their goals is backed by his extensive expertise and our unique PlanFirst™ process.

Let’s Connect

Ready to Take the Next Step?

We're here to help you plan for a more secure financial future. Schedule a free, no-obligation meeting with us today and discover how we can help you achieve your goals with personalized, tax-focused strategies.