Financial Guidance
Powered by Design™

Leadership Team

default placeholder image
Nathan Yeomans

President, Wealth Advisor

Nathan has spent the last 16 years helping clients navigate the challenges of retirement and maximize their retirement assets.

Read Bio
default placeholder image
Gregg Indovina

Wealth Advisor, Portfolio Manager

Gregg believes in holistic financial planning so that his clients can achieve the life they dream of.

Read Bio
default placeholder image
Tiffiny Orndorff

Client Relations Executive

Tiffiny is passionate about building and maintaining relationships with every client and prospect she meets.

Read Bio

Powered by RFG

Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.

Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.

We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.

Visit Rfg Advisory

RFG Awards

View Awards

Comprehensive, ongoing, specific-to-our-clients education is the best foundation for making important retirement decisions. We offer retirement planning classes for adults ages 55-75 as a way of supporting our vision of financial freedom in our communities. Each class consists of two 2-hour sessions, and they’re always free.

Contact Us

In our early sessions, we’ll help you understand the financial stage of life you’re in, what to expect now and in the years to come, different paths to reach your goals, likely scenarios and how to prepare for them, and the key decisions we’ll help you make along the way.

For now, let’s get to know each other.