our team
Mike
After over a decade of service in the United States Marine Corps, Mike transitioned to civilian life. He spent the next four years as a manager in the manufacturing world before working in Lean and Six Sigma. Today, his passion is to provide opportunities for people and businesses take control of their financial futures.
Jana
Jana brings more than 30 years of personal business experience. She has been self-employed from the time that she was a working mom doing taxes out of the home until now, operating a multi-faceted financial planning firm. Her passion for serving people is what continues to drive her today.