Our Qualifications

We have been working with individuals and businesses for over 15 years, helping them gain greater clarity about the financial services industry and showing them how to put together the various financial puzzle pieces to create the desired result. 

Not only can we help individual investors, we can help your business with a retirement plan designed for your employees.

In our pursuit of TRUTH, we have taken, and will continue to take, extensive training and classes in financial markets and Modern Portfolio Theory, Estate Planning, Tax Planning, and many other relevant issues.

Financial Coach Margaret Wittkopp is a Certified Financial Educator (CFEd) through the Hartland Institute of Financial Education.

Financial Coach Jeremy Burri has received certification from the United States Treasury Dept. as an Enrolled Agent.  This means he can not only prepare your taxes, he can represent you before the Internal Revenue Service.