Who We AreCommitted To You
"We're committed to providing the very best in financial planning for teachers and their families."
Fiduciary Focus
Planning your finances is a life-long process made up of many different pieces. We're with you every step of the way to help ensure they all fit together the right way. Combining our expertise in financial planning for teachers and a fiduciary commitment to always putting your best interests first, we'll help you manage, grow, and protect your finances.
Individualized Advice
Each and every one of our clients is unique and deserves a financial plan that reflects that fact. And that's exactly what we do! With us, there's no cookie-cutter advice, one-size fits all plans, or plans that always lead to the sale of one thing or another. We'll customize how we work with you, so whether you're interested in advice on just one topic, or a full financial plan, our approach is based on your needs.
Mychal Eagleson, CFP®, AIF®, ChSNC®
President & Senior Financial Planner
“My definition of success is that every person I come in contact with finds a better path… that I can say something or do something that gets them thinking about where they want to go and how they want to get there. It’s the impact I...
Tina Molnar
Director of Operations
C. Rick Skinner, CFP®, EA, AIF®
Senior Financial Planner
“In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term – policies that position...
Sarah Sepulveda, CFP®
Financial Planner
“When your values are clear to you, making decisions becomes easier”– Roy E. DisneyEducationFinancial Planning Association (FPA) Residency Program, 2023Bryant University, Certificate in Financial Planning, 2022St. Olaf College,...
Kaylee Bjarnason, FPQP®
Associate Financial Planner
Demi Wendel
Associate Financial Planner
Quote:“The secret of getting ahead is getting started. The secret of getting started is breaking your complex, overwhelming tasks into small, manageable tasks, and then starting on the first one.” - Mark TwainEducation:Ball State...