Our Associates
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Dennis Starbuck CFP®,CFS
Instructor
Dennis has instructed retirement planning courses for over 20 years in school systems, corporations, and community education programs. These courses have helped students pursue their life, financial and retirement goals. Dennis focuses...
Jeff Grant
Instructor
Jeff has been a financial educator for over twenty years, focuses on teaching families about retirement goal planning, income planning, social security and Medicare in his retirement planning courses. Jeff also researches and...
Nikki Starbuck CPA, CFP®
Instructor
Nikki is focused on guiding clients through the retirement planning phase of life and provide ongoing guidance well into retirement. She is committed to educating clients when it comes to financial responsibility and helping pursue...