Authentic. curious. 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  ®

IVAN D. HOFFMAN, CFP®

  SAM MUSE, CPA, CFP  ®

SAM MUSE, CPA, CFP®

  MATT SIMPSON,   CPA, CFP  ®

MATT SIMPSON, CPA, CFP®

 
  JOHN SAUDER,   CPA

JOHN SAUDER, CPA

  Dawn Cherry

Dawn Cherry