How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Amy Shaffer
Administrative Assistant
Carey Buck
Ivan Tidwell
Partner, Certified Financial Planner®, CPA, MAcc
Ivan Tidwell holds a Masters of Accountancy in taxation from Brigham Young University, and has provided tax preparation and planning services to clients since 2009. After seeing that many of his clients were not properly integrating...
Kevin Wells
Investment Adviser Representative, CPA, MST
Michelle Fluckiger
Office Manager
Mike Wells
Partner, Investment Adviser Representative
Mike Wells is an expert in investment solutions for small businesses and business owners. As an entrepreneur himself, Mike has had a founding role in several multi-million dollar startups, and brings that experience to his investment...