Our Team

We are partners with one life view. We look forward to creating long-lasting relationships with you by taking care of your family's financial needs. 

DEBORAH
KOHLSMITH

As a CERTIFIED FINANCIAL PLANNER® professional, I bring to my clients 25 plus years of experience in the financial services industry. READ MORE...

KELLY
WOOD

With 30 years of experience in the financial industry, helping my clients dream, plan, and achieve their goals is paramount. READ MORE...

Our Support Team

As we rebuild our support team, we are happy to announce James as a new integral member. We have had the pleasure of working with James for the past five years with one of our partner firms. He will work with us to continue to provide our clients with the excellent client service they have come to know. It has been a challenge to rebuild our team during COVID-19 and we are confident that we will find the right people to fill out our team in the future.