Our Team
Remember where you started. Know where you are going.
The people behind the practice — and the story of how we got here.
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I spent the first years of my career at a large financial firm, on a path where the wind was increasingly at my back. At the same time, Shelley and I were expecting “Big Ben” (number four!), and the natural next step was a bigger home for six growing humans.
There was only one problem. I was unsatisfied with the way we were serving clients, and every day that passed made it harder to do something about it. I could see a different future: a firm built around a small group of families.
Small enough to do things differently. Capable enough to meet their aims.
We felt called to build it. So our family “made do,” raising four children and a new business in our beautiful little house on Northill Drive.
The more we grow and achieve, the more important it becomes to remember how it began. For us. For you. And for those who come next.
Our clients are living their story. We are invited into it. The name reminds us where we came from.
Wes Pingelton, CFP®/CFA®
Founder & Lead Advisor
Kim Vesely, CFP®
Director of Wealth Strategy
Nikki O'Riley
Director of Client Experience
Luis Perez
Director of Operational Excellence
Kerri Hicken, CFP®
Director of Compliance
Mollie Parker
Director of Marketing & Socials
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