Our Team
How we work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Nathan Grooms, CPFA®, CRPC®, CLTC®
Owner/President
I am the founder of this financial planning practice, where I dedicate most of my time to engaging directly with clients. My focus is on meeting with them, offering tailored recommendations, and fostering deeper relationships. My...
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Anthony Crutchfield, CPFA®
Financial Advisor
I have always been drawn to numbers and math, but it was during a high school calculus class that I realized engineering wasn't my path. Instead, my fascination with finance and economics led me to channel my numerical skills into...
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Mary Roberts
Office Administrator
I was born and raised in southeast Iowa, and live on a small farm with my husband and 2 children. In my free time I enjoy spending time with family and friends. I have experience in bookkeeping and have been with LPL since 2023. I work...
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Richard Robinson
Financial Advisor
I’m a financial advisor and a native of North Carolina with over 18 years of experience helping individuals and small businesses reach their long-term financial goals. I take a strategic, planning-first approach tailored to each...
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