Lance Aten, CFP®

Mary Kay North, CFP®

Two CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS WORKING FOR YOU!

“Working as a team, we get to know our clients and find out what's truly important to them.  We develop a personal action plan to help achieve their objectives. Most importantly, we work and stay in touch with them until their goals are achieved.” –Lance & Mary Kay

Professional Experience

We have a combined 44 years of industry experience.  We are both CERTIFIED FINANCIAL PLANNER™ PROFESSIONALs. The CFP® designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as required adherence to the CFP® Board's Standards of Professional Conduct, which are rigorously enforced. As  CFP® professionals, we are fiduciaries and required to uphold our certification through continuing education.