Meet Our Team
Nancy Kost, BA, CEPF
Certified Educator in Personal Finance
35 Years of experience in the finance field, working with families to achieve financial goals.
Kim Brogan, BA, CPA
Certified Public Accountant
40 years experience working with small business owners, helping them achieve their financial goals.
Testimonials
Kim changed my life when she taught me how to budget my personal finances.
Kim has been wonderful to work with and has been a great mentor. She's been very supportive along my business journey. She connected me with many resources that have helped me personally and with great success
Thank you so much for helping my parents with their finances. You have so much empathy and helped redirect them in such a kind way.