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Aaron Leatherwood CPA® CFP® CWS® MS

Managing Partner 

Wealth Advisor

"Nearly all financial decisions have tax consequences. The better we plan, the more wealth you have to reach your goals."

Jason Baer CFP® CWS®

Co-Founder 

Wealth Advisor

"Portfolio management should be tailored to your specific situation. We measure by performance to your financial plan to help stay disciplined and consistent."