A Foundation Built on Trust, A Future Driven by Strategy.

The path to financial confidence begins with clarity and partnership. It's about taking a proactive,

informed approach. One that aligns with your goals, adapts as life evolves, and prepares you for what’s ahead.

Whether you’re focused on investing, retirement, estate strategies, or preserving generational wealth,

we help you make decisions with intention, confidence, and purpose. Most of all, we want you to feel the

difference of having a trusted team by your side—every step of the way.

2025 Forbes Best-in-State Wealth Advisors

We’re proud to share that Ken Hayes has been named to the 2025 Forbes Best-in-State.

An honor that reflects not only his leadership, but the deep trust our clients place in our team every day.

This recognition is a testament to the care, clarity, and commitment we bring to every client relationship.

Whether guiding families through generational planning or helping business owners navigate complex decisions,

Ken and our team remain focused on delivering thoughtful strategies and personalized service.
-built on trust, driven by strategy.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Recognized for Excellence

We’re proud to share that both Ken Hayes and Justin “J.P.” Mackay have earned distinction within the

2025 Platinum Council at the Sapphire Level.

A recognition awarded to top-performing advisors within Wells Fargo Advisors.

This honor reflects their continued leadership, strategic guidance, and unwavering commitment

to the clients and communities they serve. It’s a shared milestone that speaks to the strength of partnership

and a deep dedication to helping others plan with purpose.

The Platinum Council distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors as measured by business production from the
previous year and professionalism. Platinum Council levels are based on the
previous calendar year’s gross revenue in rank order and are defined as follows:
Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350,
Sapphire – Next 500, Pearl – Next 500.

Mission

Our mission is to serve as trusted financial partners to a select group of clients who value goals-based
planning delivered with clarity, care, and discretion. We believe financial advice is most effective when
it’s deeply personal. That’s why we walk alongside our clients through every chapter of life—
offering thoughtful guidance, unwavering transparency, and a disciplined, objective approach to managing wealth.

As a boutique practice backed by the strength and scale of Wells Fargo Advisors, we are intentional in the relationships
we build and the strategies we craft. By taking the time to truly understand each client’s priorities, we deliver a
planning experience defined by trust, insight, and enduring partnership.