Meet Your Financial Partners
A team approach to serving your wide variety of needs.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to help map out their financial future. We’ve found that bringing together advisors and support professionals with diverse backgrounds and skills that can help create better outcomes for our clients. You get the benefit of different perspectives, all focused on one goal—your financial success.
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Matt Parsons
Partner, Financial Advisor
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Brandon Parsons, CRC®
Partner, Financial Advisor
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Julia Lindberg
Partner, Financial Advisor
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Amanda Akers
Client Relationship Manager
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Polly Heykamp
Administrative Specialist
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Tami Stewart
Financial Consultant – Life Insurance Specialist
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Kalena Bone
Administrative Assistant
Client Centered
Whether you are investing to help build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a robust investment platform, and comprehensive service.
