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®

IVAN D. HOFFMAN, CFP®

SAM MUSE, CPA, CFP®

SAM MUSE, CPA, CFP®

MATT SIMPSON, CPA, CFP®

MATT SIMPSON, CPA, CFP®

DAWN CHERRY, FPQP™

DAWN CHERRY, FPQP™

JOHN SAUDER, CPA

JOHN SAUDER, CPA

ALLISON CORNACCHIONE,FPQP™

ALLISON CORNACCHIONE,FPQP™

AMY HLAVACEK, CPA, CFP®

AMY HLAVACEK, CPA, CFP®

THAYS RODRIGUES CARDOSO

THAYS RODRIGUES CARDOSO

GARRETT KERN

GARRETT KERN, CFP®

ROBERT SCHAEFER, CFA

ROBERT SCHAEFER, CFA

ISABELLE BEG

ISABELLE BEG

LAUREN HORNING

Patricia Mathias

PATRICIA MATHIAS, FPQP

DYLAN HAMERIN

KELSEY HARRIS

KELSEY HARRIS

AL ALESSIA

ELENA SARMIENTO

NATHAN KINNEY

COURTNEY OLDHAM

COLLIN KNECHT