Guiding You Every Step of the Way
If there’s one thing our team has in common, it’s a deep commitment to helping you buy back their most valuable resource — your time.
It just so happens each one of us can also start a campfire, cook a meal in a dutch oven, and teach you how to catch a fish!
Whether you’re navigating debt management, working towards retirement, or looking for a trusted guide to manage your whole financial picture, our team is here to help.
Founder & Partner
Sandpoint, Idaho
Jeff Bynum
What do you enjoy most about the work you do?
Helping clients navigate life, aligning their financial decision with their values.
What does “financial success” mean to you personally?
Not having to stress about money while living the life we want and having the financial ability to help others along the way.
Go-to weekend activity?
Hunting, fishing, baseball, football, hiking (or saying we are going on a hike, but actually we are foraging).
Something most people wouldn’t guess about you?
I’ve developed a high level of empathy and cry during movies (I blame having kids).
Managing Partner
Flower Mound, Texas
Travis Hostutler
What does “financial success” mean to you personally?
The equivalent of financial freedom to choose what I want to do when I want to do it.
What does a great day look like for you outside of work?
Being active outdoors with my family — likely fishing, camping or golfing.
What’s a piece of advice (financial or life) you come back to often?
Always do what’s right and you can’t go wrong.
Something most people wouldn’t guess about you?
I love vegetables ☺
Office Manager
Sandpoint, Idaho
BJ Cable
What do you enjoy most about the work you do?
I enjoy providing service to our clients to give them the best care possible, working in the background on processes to help our clients achieve their goals and to care for their families.
What does “financial success” mean to you personally?
Having the time to enjoy the lives we have been given, money is hardly the most important thing. It is a tool that allows us to care for our families and to help others as well.
Favorite way to spend time in the outdoors?
Camping with the family is one of the greatest memory makers and I look forward to doing that with my wife and son.
Client Relationship Manager
South Bend, Indiana
Erin Oshesky
What do you enjoy most about the work you do?
I love waking up each day knowing that I am making a meaningful impact in someone’s life.
What’s one thing you wish more clients understood about financial planning?
The highest form of wealth is the ability to wake up every day and say "I can do whatever I want today."
Favorite way to spend time in the outdoors?
Hiking! Take me to the mountains, preferably near a body of water.
Something most people wouldn’t guess about you?
I've jumped out of a plane and won a drag race!
Ready to start your financial journey?
Book a no-cost discovery call to see how our team can help you build a personalized financial plan.
