On Your Team When it Matters Most
WHO WE ARE
Financial success isn't just about your investment portfolio--it's about stewarding the whole plan with wisdom and creativity. Whether planning for retirement or leveraging a business, we bring thoughtful ideas and a collaborative approach to the planning process.
Our Values
We strive to help clients make informed financial decisions aligned with their goals.
Integrity
Distinction
We deliver a level of service, precision, and follow-through that helps set us apart — no shortcuts, no complacency.
Our advice is grounded in deep experience, rigorous analysis, and a commitment to staying ahead in a complex financial world.
Expertise
Relationship
We don’t treat clients as transactions. We build long-term relationships rooted in trust, accessibility, and genuine care.
Our Clients
Meet PCM
Bringing knowledge, experience, and a personal approach to every relationship.
Tyler Ver Steeg CLU, CFP®
Co-Founder | Wealth Management Advisor
Wesley Cone
Co-Founder
Brandon O. Jordan, CFP®, ChFC®
Financial Advisor
Anthony “Rock” Thompson
Financial Representative
Josh Ivey
Financial Advisor
Kitty Clark
Financial Advisor
Ready When You Are.
Let’s Start With a Conversation.