PROFESSIONAL SERVICE PROVIDERS

Nilsine Partners nilsinepartners.com

Scott Bills, CFP, CPWA, CRPC CEO

Dan Weeks, CFP, CFBA, CFWA

Managing Director

The Nilsine team brings our expertise in goals-based financial planning, disciplined investment management, efficient banking and lending solutions, differentiated family office services to create opportunities for you to do more with your wealth, by focusing on what matters most to you. As your trusted financial advisor, you can rely on us for our integrity and loyalty. We will advocate for your best interests.

Moneta Group

monetagroup.com

Lynn Dunston, CFP®, EA, AEP®, CAP®, MDiv, ThM Partner

We are fee-only financial advisors for individuals, families and organizations across the U.S. We empower clients in all stages of life from young, high earners busy accumulating wealth to retirees and everything in between. Moneta® financial advisors are fiduciaries and highly credentialed, helping clients plan for the future they imagine and how to fund it. We are a 100% Partner-owned registered investment advisor (RIA), beholden only to our clients, not investors.