Client Testimonial

I came to Tyson expecting to get some help with investing my extra income and creating a plan for my future, but I got so much more. Tyson has taken the time to not only help me understand my options, but also to coach me in the decisions I am making. Working with Tyson has taken me from a place where I was unsure about how to invest and secure my family’s financial future to extreme confidence in what my future looks like.

Cody Suppe, Client | Founder, Freight Goalz
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Get to know our dedicated team

Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Founder and Advisor Tyson Farnsworth

Tyson Farnsworth

CFP®, CPA, PFS, ChFC®, RICP®

Founder and Advisor

You've probably noticed that everyone has an opinion about how you should manage your finances. Rather than put you into a box, my approach is to first understand what is important to you. Only then can I can cut through the noise and deliver custom-tailored advice relevant to your goals and circumstances. My mission is to help you create, maintain, and maximize freedom, however that looks to you.

Photo of Constantine Veronikis

Constantine Veronikis

My vision is to be a strategic partner who can help you achieve your goals now and in the future. What I love most is working closely with individuals, families, and physicians to come along side to help identify the most important goals in their life. We'll create a plan with them that aligns with their goals and takes into account factors such as market volatility and changes in taxes.

Photo of Financial Planning Assistant Tanisha Sengupta

Tanisha Sengupta

Financial Planning Assistant