Let’s simplify your fınancial life.
Send us a note or grab time on our calendar.
We’ll learn about your goals, share how our integrated model works, and map out a plan that gives you peace of mind.
Brian Bruggeman CFP®, CTFA
Managing Partner | Wealth Advisor
As former Chief Innovation Officer and Director of Financial Planning at Baker Boyer Bank, Brian knows what works — and what doesn’t — in wealth management. He brings clear thinking, approachable explanations, and strategies that deliver results without the jargon — always with the client’s best interest at heart.
Andy Block, CPA
Managing Partner | Wealth Advisor
Managing partner of affiliated tax firm Block Maughan & Associates, Andy is known for steady judgment and practical solutions. He has spent his career helping individuals and business owners cut through complexity and make confident financial decisions — earning a reputation as one of the region’s most trusted advisors.