To provide financial advice and retirement plans in a clear and practical way. We always Plan First, Invest Second.®
To be the preferred financial service provider in the communities we serve because we are consistently able to focus on the "why" over the "how" for our clients. What matters most to you is the top priority and what our proprietary Tenzing FORMula is all about.
No client has the same story, priorities, or needs, so ocreating an ever-adapting plan that evloves as major life events occur is necessary. Your Everest Journey will take you through Ascent (Accumulation), Acclimation (Risk Mitigation), and Descent (Distribution) - our panoramic planning is designed to give you confidence to focus on what matters as we control the things we can.
We are grounded in stewardship, not salesmanship, and help provide you purpose-driven discipline through your unique path forward.