As Your Trusted FiduciarySM we are your single point of contact to your entire expert team.

Lisa Titus I keep the office (and Wayne) organized, greet clients, and direct your questions to the right person. I assist Becky by preparing paperwork for our financial clients and help Michele however I can during tax season and with our bookkeeping throughout the year. I also prepare the payroll for various business clients.	Michele Ledford Wayne and I work as a team on the tax and accounting side of the business, preparing personal and business returns and assisting our clients. Wayne reviews my work, and I review his and Kim's. Our goal is to get two sets of eyes on any work in order to minimize errors. Especially during tax season, things can get pretty hectic!
Kim Scriver I'm in the office part-time working primarily for our business clients on monthly and annual tax and bookkeeping needs. Michele or Wayne reviews my work. My full-time job is mom to my young son, and helping out my parents.	Becky Stroud I'm the "virtual" employee, working at home in the St. Louis area. I’ve worked from home since my first child was born in 2007, and now care for two young ones. Wayne's secure technology allows me to work efficiently and effectively preparing second opinion reviews, retirement projections, and rebalance suggestions and trading when necessary.

Our staff is permanent. Ad hoc teams come together when needed to work through a problem for a client. Ad hoc groups of experts form teams assembled to solve particular client issues. No conflicting advice; just one team consisting of leaders in their industry, working to assist you in living your values.

Our teams of experts help you create and implement specific, appropriate strategies to achieve your goals, which we typically will adjust as changes in your situation demand. We will utilize your existing relationships and use our professional team of experts to fill in the gaps we identify when appropriate. We advise, you consent.