Our Team

We’re Here to Help
You Take the Leap

What We Do

We Help You...

Live Life
Without Worry

Reimagine
What’s Possible

Write the
Next Chapters

Our Clients

We Work With People Who...

Have spent a long time
working really hard.

Have spent a long time working really hard.

Measure their worth
by more than just money.

Measure their worth by more than just money.

Center their lives around the
people that mean the most.

Center their lives around the people that mean the most.

Collage of families enjoying time together
A happy family

We believe that ‘Confidence to Take the Leap’ means living life without worry, reimagining what’s possible, and being able to start writing the next chapters.

Kimberly J. Wells

Founder

Kimberly J. (Young)
Wells, CFP®

Kimberly is an alumna of the University of Toledo, where she graduated summa cum laude with a bachelor’s degree in business administration, majoring in finance. She is a Certified Financial Planner™, one of the highest standards in personal financial planning. She is also an Investment Adviser Representative and licensed life and health insurance agent. Her certification as a National Social Security Advisor also gives her extra knowledge regarding Social Security benefits and claiming strategies.

Brent M. Wells

An alumnus of Indiana State University, Brent graduated with a bachelor’s degree in accounting and financial services. He is an Investment Adviser Representative and licensed life and health insurance agent. His previous experience in the health and life insurance industry also allows him to assist clients regarding their health insurance needs, especially the Medicare process.

Our Team

Schedule a Meeting

Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!