Abigail Klein
Advisor & Co-Founder
"I spent eleven years watching what happens to families when there's no plan."
Abby came to financial planning from operating rooms and ICUs — a surgical and traveling nurse for over a decade. She's seen firsthand what an unprotected death does to a family. That experience drives everything she does.
Her focus: women who've been left out of financial conversations, and healthcare workers too busy taking care of others to take care of themselves.
Work with Abby
KC Jones
Advisor & Co-Founder
"Playing center, your whole job is protecting the person behind you. That hasn't changed."
KC's professional career was defined by one principle: protect what matters. As a center at the highest level of the game, and now as an advisor, the instinct is the same.
His clients tend to be athletes, business owners, and high earners whose financial situations are genuinely complex. He doesn't pitch. He plans.
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Michael
Senior Advisor · ChFC · CLU
Clients rarely hear from Michael first. They benefit from his work every time.
Thirty years in financial services. Licensed in more than a dozen states. The Chartered Financial Consultant and Chartered Life Underwriter designations — the most demanding credentials in the field.
Michael is the reason complex cases get resolved correctly. Multi-state situations, difficult underwriting, sophisticated estates — he's the foundation the practice is built on.
Work with Michael