We are a virtual, fee-based, financial planning and asset management firm.
11/09/2021
Sunday evening .wellness.hauss & I had the pleasure of attending our first “Light the Night” walk benefiting the Leukemia and Lymphoma Society. They are doing amazing research to help eradicate cancer and if you know Brit and I, then you know this is near and dear to our hearts. Thank you and for walking with us! Will definitely be more involved next year.
10/20/2021
It was an incredible feeling coming back to campus as an alum, and being given the opportunity to impart my life-experience with current COBA students. They were genuinely interested to hear what I had to say and the one-on-one conversations after the panel was the best part. Inspiring the next generation of business leaders and taking time to give back is a core value of what we do here at