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™
JOHN SAUDER, CPA
ALLISON CORNACCHIONE,FPQP™
AMY HLAVACEK, CPA, CFP®
THAYS RODRIGUES CARDOSO, MBA, CFP®
GARRETT KERN, CFP®
ROBERT SCHAEFER, CFA
MIKE VONDIELINGEN
KIRSTYN SIMON, CFP®
LAUREN HORNING
DYLAN HAMERIN
ELLEN BRECK
KELSEY HARRIS
AL ALESSIA, CFP®
ALYSSA SUMMERS, FPQP™
NATHAN KINNEY, CAIA
JOEY CONTI, FPQP™
LAUREN SANGER, FPQP™