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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Krysten Overly-Armour

Krysten A. Overly-Armour

Entrepreneur Leader & Financial Planner

Katie Scroggin

Katie Scroggin

Director of Operations & Relations

Shelley Phifer

Shelley Phifer

Director of Client Experience

Drew Wagner

Drew Wagner

Financial Advisor & CPA

Edward Wetzel

Edward Wetzel

Investment Advisor Rep & CPA

Zeus CFO

Zeus

Chief “Furnancial” Officer