SMALL TOWN ADVISOR. BIG TIME TRUST.
Capital builds enduring value
We partner with founders, professionals, and families to deploy capital with clarity, discipline and long-term.
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Capital deployed
with purpose
Built on experience & perspective
I'm Jessica Bailey, Financial Advisor and Investment Consultant. I work closely with entrepreneurs, executives, and families to navigate the complexities of investing. When I'm not helping people like you get their financial house in order, I'm spending time chasing beautiful sunsets, hiking, going to the theatre, or reading by the window or at the beach.ngful involvement at every stage.
Meet the team

Jessica Bailey
Financial Advisor and Investment Consultant.

Sandra Bailey , LACP, RFC®
Life Insurance Broker and Founder of Women Financial Power.

Michael Binger , CFA®
President of Gradient Investments.

Keith Gangl , CFA®
Senior Portfolio Manager at Gradient Investments.

Lisa Schreiber
Associate Portfolio Manager for Gradient Investments.
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