In 2003, Jodi Brush, the daughter of a schoolteacher and a forester, recognized the need for honest, unbiased investment advice and planning for middle-class Americans. She wanted to share her secret: that abundance has everything to do with choice and that each of us can choose to embark on the adventure of seeking out a grand destiny.
Jodi's now husband, Keith Brush came aboard in 2010, working behind the scenes to tirelessly support our commitment to those we serve. Jeff Wells joined the crew in 2013 as a risk manager but quickly grew into the role of a full-fledged financial advisor. In the search for a name to represent our mission, family history came into play.
Jodi's now husband, Keith Brush came aboard in 2010, working behind the scenes to tirelessly support our commitment to those we serve. Jeff Wells joined the crew in 2013 as a risk manager but quickly grew into the role of a full-fledged financial advisor. In the search for a name to represent our mission, family history came into play.
Services
Like so many good things in life, our relationship starts with a conversation. But not just any conversation. Everyone is unique. We want to understand your lifestyle, your dreams, your goals, and your circumstances before we begin advising on a plan for your retirement. Each situation presents a puzzle and no two are the same.
Did you know there's a retirement program designed for people who work in the education field? Created by National Education Association Member Benefits, the NEA Retirement Program is a proactive response to overwhelming member feedback: Members simply want unbiased, comprehensive retirement planning and advice.
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