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Get Power and Control Over Your Finances

Step Toward Your Dreams

Exclusive Wealth Services for SSF Clients, Family and Friends

INDIVIDUALS

We work with high-net-worth individuals and entrepreneurs to reach their wealth and investment goals.

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DASHBOARD

SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place.

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BUSINESS OWNERS

We work with privately-held and family businesses and business owners to realize their financial future.

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QUESTIONS ABOUT YOUR FINANCIAL FUTURE?
ASK OUR EXPERTS.

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TRUST

With more than a decade of experience, we have built our reputation around integrity and the commitment to our clients’ success, not a commission check.

EXPERIENCE

As both CPAs and financial advisers, we have the foundation to create an all-encompassing view of your investment planning while maintaining a keen eye on tax considerations.

FLEXIBILITY

We consider every possibility available and will never limit you to proprietary products or a one-size fits all solution.

Jerry Krause

Jerry Krause

Managing Member

Meet Jerry
Gary Price

Gary Price

Managing Member

Meet Gary
Cynthia Morris

Cynthia Morris

Wealth Adviser

Meet Cynthia
Debbie Koelling

Debbie Koelling

Operations Manager

Meet Debbie

LET’S WORK TOGETHER

We provide our clients with peace of mind that their financial matters are being handled safely, securely and seamlessly. Your future is in your hands, we’re simply here to help you maximize your potential.

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