We were founded by Jennifer and James Johnson, a husband-and-wife team of business owners looking to help other individuals, couples and business owners. Through more than a decade of leadership in their own firm and other ventures, they understand the struggles business owners face. They know that it can be difficult to properly plan, retain employees and ensure that everything you’ve worked so hard to build continues to move forward when you’re no longer at the head.
Jennifer and James are also parents of three, giving them a firm grasp on the worries you may have as a parent, a family member or an individual. Whether you’re concerned about your own retirement or the preservation of your wealth to be passed onto your heirs, we truly get it, and we look forward to every opportunity we have to help and educate.