As the compliance officer, I want to ensure we are transparent to help our clients understand what we are doing and why we are doing it. Helping to provide clarity gives me great satisfaction.

Amy Stone, IACCP®, Chief Operations and Compliance Officer, Partner

What drives me in my job is the knowledge our clients have entrusted us with the product of their hard work. They believe in us to do what is best for them. We make connections with our clients, form friendships, and are invested. My coworkers are equally invested, not only with our clients, but all of us with each other. We work as a team, and often more like a family, to be the best version of Acumen we can be.

Julie McLain, Office Manager

We are proud to have a collaborative team echoing Acumen’s core values. We believe in the value of an educated and skilled team who are passionate about serving clients and feel empowered to make decisions enhancing their service experience. We are intentional in adding people who bring a different prospective and encourage them to learn more through continuing education.

Reese Veltenaar, CFP®, MAcc, CTFA, Wealth Strategist, Managing Partner

Being a part of Acumen does not feel like a “job”. It feels like being a part of team whose mission is to help clients by taking on a stress so many find heavy. We take that load and make it easier for them to enjoy their time with friends and family. We get to find every way possible to make life easier for them, and that’s a lot of fun.

Grant Allen, CFA®, Portfolio Manager, Partner