Mo 09:00-16:30; Tu 09:00-16:30; We 09:00-16:30; Th 09:00-16:30; Fr 09:00-15:30

what is your business address?

539 Broadway Suite A, Sonoma, CA 95476, US

What do you know about my business?

We provide a variety of services to our clients, including retirement planning, investment management, education and legacy planning, and tax planning. Our approach to working with clients is coaching focused and down-to-earth. If you are looking for a local CERTIFIED FINANCIAL PLANNER™, please visit our website to learn more.

What is Unique about your business?

Every great relationship is rooted in shared values, and we're dedicated to building strong, long-lasting connections with all our clients. No matter what stage of life you're in, or what your net worth is, we're committed to helping you build a strong financial plan, while supporting you and encouraging you to pursue your goals.

Tax Team

Lindsey LaBrot, MBA

Tax Manager

Lindsey excels in building and maintaining strong client relationships, ensuring that each client receives personalized attention and top-notch service.

View Bio

Dieter Stenger CPA

Certified Public Accountant

Lisa Wiebelhaus

Staff Accountant

Our Team

Tax Team