Meet the Professionals Who Can Help You Pursue Your Goals

We help individuals and families pursue their ideal retirements.
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Meet The Team

Our mission is to guide retirees and pre-retirees to and through retirement with compassion, transparency and trust that they may enjoy a more secure financial future.
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David Solomon Founder/Lead Advisor

Nick Alden

Associate Advisor

Julie Oden

Chief Operating Officer

Keena Ellard

Director of First Impressions / Administrative Assistant

Ashley Couch

Director of Marketing

Maya & Koda

Chief Comfort Officers