Sarah Blankenship, MBA, CLU, CFP®
Lead Financial Advisor & Wealth Protection Director
Anthony Ferlito, CRPC®, APMA®
Financial Advisor & Investment Specialist
Remi Overkamp
In-house Therapist
Devotion
We don’t just do the job—we love what we’re building. We show up fiercely for our clients, our team, and our mission. Passion isn’t optional —it’s part of the package.
Growth Mindset
We’re obsessed with learning, evolving, and staying ahead—not just for the sake of it, but to bring real value to those we serve. We stay curious, open, and hungry for what’s next, never complacent.
Honest Communication
We believe in clear, direct, and respectful communication—especially when it’s uncomfortable. Truth + clarity are our baseline. No games, no fluff, just real talk that moves things forward.
Authentic Grit
We do hard things.
We bring passion, perseverance, and
humilityto every challenge.We take ownership,
embrace the messy middle, and
never settle for easy when better is possible.
Radical Support
We rise by lifting others.
Whether it's clients, team members,
or the women beside us—we show up, hold space,
and celebrate the hell out of one another.
No competition, just community.
Our Mission
Our mission is to take the weight of financial overwhelm off our clients’ shoulders—so they can breathe again, think clearly, and move forward with confidence.
We combine sophisticated planning, thoughtful advising, and unwavering support to help women, families, and business owners organize their financial lives, build wealth intentionally, and protect their future with clarity and purpose.
Because when your money feels manageable, your whole life opens up.