FINANCIAL PLANNING
INVESTMENT MANAGEMENT
 
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy at West Point and has two children. 
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy at West Point and has two children. 
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 
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SHANNA DUE, AFC®
Shanna is passionate about helping individuals create the financial future they want. As a reformed financial procrastinator, Shanna knows what it’s like to push financial goals aside. Shanna has a Masters Degree from the University of Northern Colorado and enjoys being a mother to her two children.
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BECKY SCHERBRING
Becky is an Army spouse who loves helping out our team as bookkeeper. She graduated from the University of Northern Iowa with a Finance degree and now stays busy with three children, sports, camping and travel.
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KEI LINCOLN, CFP®
Kei, a multi-degree graduate of Rhode Island College, brings more than 15 years of experience maintaining client relationships and providing expert financial planning.  Marked by her attention to detail and exceptional client service skills, Kei develops and monitors financial plans to ensure our quality service to each client.  In her spare time, she enjoys spending time with her husband Michael and her dog Bowser, hiking, traveling, and reading mystery novels.
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CHARLSEY MAHLE
Charlsey is an Army veteran and Army spouse working as our team's Virtual Assistant.  She enjoys helping our business gain efficiencies through effective systems and record keeping.  Charlsey is a graduate of the United States Military Academy and is married with two children. 
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