Making a Difference
‍Together

‍Planning Together,
Every Step of the Way

At the heart of our work is a simple belief: financial planning is about people, not numbers. Our team comes together with one goal in mind—helping you feel confident about your future. We listen, we learn about your goals, and we walk alongside you with guidance you can trust.

"What I love most is how much we truly care — for clients and for each other. It feels less like a workplace and more like a team with a shared purpose."

ISTO

One Unified Team.

27 Valued Team Members.

Meet the Team Who Listens First

We collaborate to make your financial plan personal and understandable so you can spend your time on what’s most important to you.

Founders

Paul Housey

Co-Founder

Chris Fisher

Co-Founder

Wealth Advisors

Kara Mitchell

Director of Wealth Advising

Katie Gillman

Senior Wealth Advisor

Josh Kinnee

Wealth Advisor

Michael Vendittelli

Wealth Advisor

Julia Maguran

Wealth Advisor

Wealth Planners

Tyler DeCoster

Director of Wealth Planning

Adam Legg

Wealth Planner

Jenna Holzberger

Wealth Planning Associate

Alexander Legg

Wealth Planning Associate

Client Service

Karole Lams

Senior Client Service Associate

Craig Einhorn

Client Service Associate

Thomas Kaliszewski

Client Service Associate

Kayla Palmer

Client Service Associate

Erica Crosby

Client Service Associate

Specialists

Jill Wall

Chief Investment Officer

Makaella Caruth

Financial Coach

Madison Kukla

Team & Community Specialist

Operations

Eddie Sharrak

Business Operations Specialist

Myah Burke

Operations Associate

Kyara Gonzales

Operations Liaison

Coaches

Sandra Noworul

Director of Coaching & Culture

Jacqie Stone

Life Coach

Executive Assistants

Holly Burton

Executive Assistant to Paul Housey

Kayla Smiley

Executive Assistant to Chris Fisher

It's Time to Begin to Plan Your Future

Uncover What is Most Important

What You Deserve