Different backgrounds.
One shared obsession: Clarity.
We did not construct our wealth management practice entirely within the walls of legacy Wall Street firms. We consolidated real-world technical expertise across engineering, clean energy, and education into a unified peer voice. See how our coordinated strategy blueprints analyze and optimize your complete architecture.
Financial Advisors & Strategists
Daniel Blaha, CEO
Advisor, RJFSDaniel balances complex personal wealth strategies where forward-looking tax brackets, specialized corporate options, and legacy asset management rules intersect. As a Certified Tax Specialist™, he prioritizes structuring tax-insulated distribution models for business owners and retirees.
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Jorge Delgado, CPFA®
Wealth Manager & AdvisorJorge excels at mapping highly integrated investment blueprints for corporate executives and local business leaders. Drawing on previous operational execution milestones within the utility-scale renewable energy industry, he delivers client first support.
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Brian Fisher
Financial AdvisorBrian utilizes a clear systems-thinking methodology to debug and refactor complex asset tracking loops for software developers and analytical minds. He builds specialized wealth pipelines optimized for concentrated stock awards, equity compensation, and tactical asset location.
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Vicki Brittain
Customer Service AssociateVicki oversees the structural backend mechanics and administrative workflows that keep our client transitions fluid and safe. Harnessing deep institutional banking leadership history, she eliminates friction for new accounts along with seasoned clients.
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Manda Henning, FPQP®
Customer Service AssociateManda combines professional rigor with genuine empathy to support individuals and families navigating significant life transitions. As a Financial Paraplanner Qualified Professional™, she specializes in proactive client advocacy all while delivering clear plain-language guidance and dedicated support.
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