Who We Are

^{What We Do}We help you keep what you make.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Meet the Team

Ashton D. Melchert, CPA

Certified Public Accountant, Owner

Spearheading accounting and tax services is my primary role. Outside of tax season, I assist with monthly accounting and provide ongoing personal and business tax analysis and projections.

Kathryn E. Humecki CFP®, ChSNC®, CPA

Certified Public Accountant, Owner

I am a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® and Certified Public Accountant. Helping you achieve your financial goals is my primary concern.

Hope Smith-Highley

Administrative Assistant

I manage the front office, serving as the primary point of contact for document pick-ups and drop-offs. I’m responsible for handling client data and ensuring smooth day-to-day operations. My role includes assisting clients with secure...

^{Contact Us}We Want to Hear From You

Getting started with us is easy and hassle-free. Simply reach out to schedule a consultation, and we'll take care of the rest. Whether you're looking to outsource your accounting needs or need help with tax planning, our dedicated team is here to provide expert guidance and support every step of the way.

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What We DoWe help you keep what you make.