Join us! We are looking to grow our team!


The Paraplanner position requires strong skills in data gathering, entry, and analysis, as well as excellent personal service to our clients. Attention to detail, capacity to manage and prioritize many complex tasks, a collaborative style, friendly personality, and good work habits are essential. We are looking for someone with a powerful desire to succeed in their career, and the patience to grow our business with integrity. Effective time management and the ability to move tasks forward without constant supervision are essential.

A Great Career Fit for Women

Wondering if you'd be a good fit?

“Women can look at this career and say, ‘Wait, I don’t understand investments yet so I can’t get in to it.’ But that’s not what you need to understand. What you need to understand is how to communicate effectively with people, how to motivate people to take action in their life, how to bond with people and help them understand what’s going on in their own life process. If you can do that naturally, you’ll excel in this field.”

-Fran Toler, MSFS


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We are always looking for a great intern!

Undergraduate and graduate school students who would value a paid internship (during the school year or summer) are welcome to drop us a note about their interest. We have had wonderful experience with talented students, and our small firm means they get lots of hands-on experience in the financial advising field. If you are considering being a financial advisor, and the information on this website excites you, get in touch! We promise it won’t be harder than climbing the Grand Teton (pictured).