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My Team

My Team

My team and I believe there is not a one-size-fits-all solution. Your plan should help you live the life you want today and grow with you for the life you envision tomorrow. We believe you should have a choice with your plan, and we look forward to partnering with you on your journey.

Micky Wright headshot

Micky WrightCPA, CFP®

Private Wealth Advisor and Founder

Travis Boothe headshot

Travis BootheCFP®, CLU®, ChFC®, RICP®, AEP®

Associate Wealth Management Advisor

Sarah Cunnar headshot

Sarah Cunnar

Associate Financial Representative

Abbey Henderson headshot

Abbey Henderson

Associate Financial Representative

Courtney Madaychik headshot

Courtney Madaychik

Administrative Assistant

Jordan Kelly headshot

Jordan KellyMBA

Financial Planning Assistant