Our Team
Behind every financial plan is a group of real people who genuinely care about your success. Our team brings together financial planners, a CPA, and dedicated client support staff — each an expert in their own right, but united by a shared commitment to our clients. We take the time to get to know you, not just your balance sheet.
Dan Boehm, CEPA
Founder & Sr. Financial Advisor
Dan has been helping clients build confident financial lives for most of his professional career. He attended the University of Arizona, where he studied Finance, and holds the Certified Exit Planning Advisor (CEPA) designation. He lives in Concord with his wife Kristen and their six children.