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Together we Laugh, Shed Tears, and Get Stuff Done

We build close relationships with our clients that go far beyond the stuffy client-advisor relationships. Together we laugh, we cry, and we plan for and help you achieve your family's future and financial goals.

Meet the M² Team 

Meet the highly-experienced and motivated team that’s working for you - every day!


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How We Help

Let’s answer your most pressing financial questions.


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Why We Rock 

We are the composers of your successful financial future.

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Let us do the Heavy Lifting

At first glance, our team might not look like a group of Olympic weightlifters, but when it comes to financial planning, that’s exactly what we do. We address all aspects of your financial life so you don’t have to. Between child care, working, taking care of family, and carving out a little time for yourself, managing your finances is likely the last thing on your to-do list. We partner with you and take the stress out of planning for your financial future.

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

How Much Do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."


Rely on Experts


  • “If you are going to have a real dream, you need a real plan.”

    - Chris Hogan


  • “By failing to prepare, you are preparing to fail.”

    - Benjamin Franklin


  • “If you want to live a happy life, tie it to a goal, not to people or things.”

    - Albert Einstein


  • “Pray like it depends on God, but work like it depends on you.”

    - Dave Ramsey