Meet Your Team
Your trusted fiduciaries.
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Jacob Duke, CFP®, MBA
Founder & Lead Advisor
"Life is about more than money. My goal is to take the burden of managing your finances off of you so you can enjoy life to the fullest."
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Andrew Wood
Associate Financial Advisor
"I love getting into the details and crafting financial plans that are unique & specific to each client."
![](https://cdn.prod.website-files.com/65b4028de6a1694ccc00671a/65cedc262115f72ac1c7fc62_Untitled%20design%20(3).png)
Barri Bridges
Client Services
"Our top priority is providing a wonderful experience for our clients. We want our clients to feel like they are a part of a family."