Authentic. cOLLABORATIVE. driven.
Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.
IVAN D. HOFFMAN, CFP®
SAM MUSE, CPA, CFP®
MATT SIMPSON, CPA, CFP®
DAWN CHERRY, FPQP™
JOHN SAUDER, CPA
ALLISON CORNACCHIONE,FPQP™
AMY HLAVACEK, CPA, CFP®
THAYS RODRIGUES CARDOSO, MBA, CFP®
GARRETT KERN, CFP®
ROBERT SCHAEFER, CFA
ISABELLE BEG
LAUREN HORNING
DYLAN HAMERIN
ELENA SARMIENTO, FPQP™
KELSEY HARRIS
AL ALESSIA
MATTHEW HEITMAN, CFA, CFP®
NATHAN KINNEY
JOEY CONTI, FPQP™
LAUREN SANGER