Billy Beran MBA

Managing Partner, Senior Financial Advisor

Billy helps clients identify the many opportunities, and pitfalls, in advance of and throughout the financial planning process to ensure his clients have the highest probability of success. An MBA in Finance from Grand Canyon University, he utilizes an extensive knowledge of finance, investment and insurance tools to guild his clients towards realizing their goals and objectives. Billy and his team implement customized investment portfolio’s and planning strategies all as a part of the proprietary process, The Anchor FORMula.

Paul Axberg CPA, PFS, CFP®

Managing Partner, Senior Financial Advisor

Paul synchronizes his specialty in accounting and financial planning toward the overall process, and provides a more tax aware approach when identifying your goals. Paul and the team also implement customized planning strategies all as a part of the proprietary process, The Anchor FORMula.

Susan Alexander

Senior Client Associate

Susan is responsible for assisting with clients during the on-boarding process including account technology and providing administrative support. Through the administrative support she provides to all staff members in the office, she enables each individual to focus on their specific tasks and roles in the firm.

Kate Lessenger

Client Associate

Kate is responsible for scheduling visits, following up on client service requests and providing advisor support. She keeps the front of the office running smoothly and ensures a warm, welcoming environment for clients as they engage with the team.