A Team With You in Mind.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Brian W. Distler CFP®
Co-Founder & Director of Wealth Management

Travis Flandermeyer, MBA, AIF®
Co-Founder & Senior Financial Advisor

Julie M. Distler CPA, MBA
Senior Financial Advisor

Philip J. Messuri, MS, CFP®
Senior Financial Advisor

Brandon Kane, CFP®
Senior Financial Advisor

Kayla A. Stowe CFP®, CRPC®
Senior Financial Advisor

Robert L. Quinlan, MBA
Financial Advisor

Shae Saxton
Financial Advisor

Corina Gutman, CFP®, CHFC, CLU
Senior Financial Advisor

Dalton Herrin
Financial Advisor

Joshua J Hovda, CFP®
Financial Advisor

Amber Hovda
Office Manager & Executive Assistant

Marcia Smith
Executive Assistant to Philip J Messuri, MS, CFP®

Stacie Kimpton
Client Services Associate

Colleen Prina
Operations Manager

Danielle Archibeque
Operations Assistant