Broker Check

Our Team 

Our business is built on a foundation of thoughtful client relationships. We strive to help our clients unlock the potential of what a detailed, refined, disciplined, financial planner/client relationship can achieve.

Brian Koehl

Brian Koehl, CRPC® CRPS®

Founder, President, Financial Planner

Leigh  Haynes

Leigh Haynes

Client Relationship Manager

980-441-1116

Our Values 

Our Values 

Brian and Kaye both grew up in small rural towns in what seems like worlds apart. Brian from southwest Ohio and Kaye on a farm in South Carolina. They grew up in vastly different areas of the country, but  both share similar values instilled in them from their small-town roots.  Both are from tight-knit, hard working families. Their upbringing created a real sense of community and instilled in them the importance of helping others and always holding yourself to a standard within your community. Trust, honesty, integrity. We believe values matter, and we live by ours everyday.   

Pablo Picasso


"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success."

Pablo Picasso