Authentic. cOLLABORATIVE. driven.
Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.
IVAN D. HOFFMAN, CFP®
SAM MUSE, CPA, CFP®
MATT SIMPSON, CPA, CFP®
DAWN CHERRY, FPQP™
GARRETT KERN, CFP®
ALLISON CORNACCHIONE,FPQP™
AMY HLAVACEK, CPA, CFP®
THAYS RODRIGUES CARDOSO, MBA, CFP®
LAUREN HORNING
KIRSTYN SIMON, CFP®
LAUREN SANGER, FPQP™
DYLAN HAMERIN
ALYSSA SUMMERS, FPQP™
KELSEY HARRIS
AL ALESSIA, CFP®
NATHAN KINNEY, CAIA
JOEY CONTI, FPQP™