About Us

Feel Confident That You’re in a Good Place

As an independent, fiduciary planning firm, we offer personalized solutions that grow with you, helping you navigate each stage of life with clarity and confidence. Our team is dedicated to providing the comprehensive support you need to get to a good place, where you feel safe and confident in your finances.

We Address Your Full Financial Picture

We believe that true financial success requires a comprehensive approach. Our end-to-end planning ensures that every aspect of your financial life is addressed, so you can feel confident knowing you have a solid foundation for long-term success.

Tax-Intelligent Strategies for Every Plan

Maximizing your wealth isn’t just about smart investing—it’s also about minimizing tax liabilities. Our team specializes in developing tax-intelligent strategies that integrate seamlessly with your overall financial plan so you can keep more of what you earn.

Meet the Team

Our team strives to build confidence and inspire long-term relationships spanning generations. From managing debt to saving for college to retirement, our advisors are committed to utilizing all of our resources to help with financial goals.

Jeff Augenstein, EA, NTPI Fellow

Owner, Registered Representative, Tax Professional

Justin Kerley

Tax and Payroll Services

Kameryn Fleming

Client Services

Linda Vasquez

Internal Bookkeeping, Accounts Receivable

Melissa Rainwater-Fleming, EA, NTPI Fellow

Investment Adviser Representative, Tax Professional

Nina Dihlmann Lunday

Wealth Management Assistant

Raniyah Kenneth

Client Services

Roxanne Augenstein, EA, NTPI Fellow

Owner, Payroll and Sales Tax Specialist

Viola Poleyestewa

Wealth Management Assistant

Get to a Good Place in Every Life Stage

Your financial future deserves personalized attention and thoughtful planning. Schedule an appointment with one of our experienced advisors to discuss how we can help you with your financial goals.

Jeff Augenstein

Tax Planning, Tax Preperation, Financial Planning, Financial Consultation. In person, Zoom and Phone appointments available

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Melissa Rainwater-Fleming

Tax Planning, Tax Preperation, Financial Planning,Financial Consultation, IRS Resolution. In person, Zoom and Phone appointments available

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Roxanne Augenstein

Individual/ Sales Tax Preperation, Payroll Services

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The Values Guiding Our Firm

We apply these values to our work every day to ensure clients get the best solutions and services possible.

Community Connections

We proudly serve all of our clients and communities. Each relationship starts with an intimate, in-person connection that inspires clients to stay engaged no matter where they live.

End-to-End Guidance

Unlike most firms, we go beyond recommending products for our clients. We offer full financial and tax services to help them save money and get to a good place where they feel confident at every stage.

Personalized Attention

Our people-first firm works hard to do what’s best for clients. We respect that some clients have a good relationship with another advisor and will work together to pursue their most significant goals.

Collaborative Services

We offer integrated services to help clients clarify their full financial picture. This includes access to a network of experienced professionals and shared resources to maximize client results.

Our Approach is Rooted in Genuine Relationships

As fiduciary advisors, we are committed to working in your best interests, providing honest, transparent advice, and fostering long-term relationships built on trust. We’re dedicated to delivering financial solutions that align with what matters most to you.

Building Connections That Last

From the relationships we build every day to our annual client appreciation barbecue, we foster genuine connections that keep clients engaged, no matter where they live.

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About Avantax by Cetera

Learn about Avantax by Cetera

Who We Work With

We guide individuals, families, and business owners in all stages of life so they feel confident pursuing their goals.

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Our Approach

Our approach starts with genuine relationships so we can truly collaborate with clients as they pursue their goals.

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Contact Us

Curious about how we can help you? Reach out to schedule an appointment. We’ll get back to you soon!

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