About Us
Why Do We Exist?
We believe three things:
- Everyone should be able to live their life to the fullest.
- No one should have to endure financial struggle.
- Everyone deserves the opportunity to achieve their goals.
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.
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. His passion is to provide opportunities for people and businesses to move from survival mode to thriving.