Meet Our Team
We're an experienced and caring team of problem solvers, skilled professionals, and out of the box thinkers that focus on helping people have better relationships and outcomes with their money.
Click on a photo below to learn more about our team members.
Rick Kahler, MSFP, ChFC, CFP®,CFT-I™
Sarah Swantner, MS, CFP®, NCC
Financial Planner/Financial Therapist
Nathan Gehring, CFP®
Alison Scherr, MS
Lilly Vaughn, FPQP™