A team you know by name.
16 team members. Eight partners. Big enough to bring real expertise to your financial life. Small enough that the person managing your money knows your name, your family, and your situation, not just your account number.
Our credentials, by name.
CERTIFIED FINANCIAL PLANNER® professionals are required to complete rigorous education, have relevant experience, and are committed to acting in their clients’ best interests. The following advisors at our firm are CFP® professionals: Blake Anderson, Dan Anderson, Dan Frost, Diane Klein, Audrey Mines, A.J. Natter, Trey Pittenger, and Jon Sevenker.
Shane Riley and Dan Frost are both Chartered Financial Analyst® charterholders, a designation widely recognized as one of the most respected in the investment management industry. Elizabeth Sydzyik is a CRPC™ designee, a designation focused on helping clients navigate retirement planning needs. Kristin Kliewer holds the IACCP® designation, reflecting her expertise in investment adviser compliance and regulatory standards. And even though we do not sell any insurance products, Audrey Mines is a licensed Insurance Consultant who can help you analyze any insurance policies and annuities you own.
Assets under management
Client Households
U.S. States
*AUM, client, and state figures as of June 30, 2026
Start with a conversation.
Fifteen minutes. No presentation. No pressure. Just a call to see whether P&A is the right fit for the decision you’re facing.