MENU Click to open menu

About Us

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Evan Barnes

Executive Vice President

Evan’s Bio

Bob Heykoop

President & CEO

Bob’s Bio

Katy Kappius

Director of Client Services

Katy’s Bio

Pete Koury


Pete’s Bio

Shane Wolfe


Shane’s Bio

Investment Advisory Services offered through Traction Financial Partners, LLC, a Registered Investment Advisor.