Our Team is Your Team

Our goal isn’t to be the right advisor for every person, but to be the
best fit for those who are looking to build an allegiance with us.

We act in our client’s best interest and as our name suggests, we adhere firmly
and devotedly to the constant, loyal, and true purpose of building long-lasting
relationships with those that entrust us.



Meet Your Team


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Sarah Herwick

Client Relationship Manager

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Carissa Hagen, MBA, CDFA®

Director of Business Development