Meet the Team
One Shared Commitment to Your Success
Each member of our team brings unique skills and dedication to serving your family’s financial needs with the care and attention you deserve.
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Jonathan Dvorak, CFP®
Founder, Financial Advisor
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Jared Davis
Financial Advisor
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Micah Rice
Director of Operations
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Thomas Poe
Client Service Associate
CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements, including education, examination, experience, and ethics standards.
