Our Story

Brandon and Stephanie found out they made a good team way back when they were kids, when they collaborated to build a town using every single Lego® block in the box. We learned about service and stewardship from our Dad, Hank Haase, who had been helping clients with their financial plans since the late 1980s. More than 30 years later, we're constructing plans for our clients with the same comprehensive and thoughtful approach.