Sometime around 2010...
I was a college student trying to finance my own education—in finance, no less. The irony wasn’t lost on me. Working part-time at a bank, I witnessed the wide range of financial struggles people were facing—young families trying to stay afloat, retirees unsure how to stretch their income, business owners with booming sales and no plan for the future.
At the time, I didn’t have a clear vision of where this would take me. But I did have questions. Big ones. Why does managing money feel so overwhelming—even for smart, hardworking people? Why do so many of us lack a clear plan for the future, even when we’re doing “all the right things”?
That curiosity—and a deep desire to serve—became the foundation of this firm.
What We Believe
We believe financial planning isn’t about restriction—it’s about alignment. Not just growing your money, but growing your life with it.
Whether your wealth is tied up in a business, real estate, or a recent inheritance—we help you organize it, protect it, and plan around it with purpose.
Because it’s not just about what you have—It’s about how it supports who you are, and what you value.
Financial Guidance
Rooted in Trust & Built Around Your Life
We’re not just financial advisors. We’re guides. Sounding boards. Strategic partners.
We help high-achieving families and business owners protect what they’ve built and plan what’s next—with clarity, intention, and confidence.
Our Leadership Team
Meet the leadership team behind Artemis.
We’re a close-knit, purpose-driven team who believes financial planning should be as personal as it is practical. We come from different backgrounds—finance, client service, business ownership but we all share a commitment to real relationships, unbiased advice, and human-first planning.
You won’t find stuffy suits or sales quotas here. What you will find is a team that values transparency, compassion, and a good laugh between strategy sessions.
Whether we’re mapping out tax-efficient legacies, helping organize financial chaos, or simply listening when life gets complicated—we believe this work is deeply important. And we feel grateful every day to be part of it.
Jane Doe
Founder and Co-Chairman
Jane Doe
Founder and Ceo
Jane Doe
Founder and CTO
Jane Doe
Founder and MD
Our Firm Today...
We’re a boutique, relationship-driven financial planning firm built to serve individuals and families navigating life’s most meaningful financial crossroads. Whether it’s an inheritance, a business transition, or simply the desire to finally get organized—we’re here to bring clarity, confidence, and calm to the process.
Every day, we hear stories of real-life change.
Families finding peace of mind after decades of financial uncertainty
Business owners designing exit strategies with purpose and control
Individuals shifting from overwhelmed to empowered
Clients finally aligning their wealth with what matters most
Because when you feel in control of your money, you gain freedom in every other area of life.
Experience. Innovation. Transparency.
Award-Winning
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What Makes Us Different?
Over the last 14 years, I’ve had the privilege of sitting across the table from business owners unsure how to exit the company they built from scratch… from parents torn between saving for retirement and helping their kids… from first- and second-generation wealth builders caring for aging parents while trying to hold everything else together.
I started this firm because the industry had too many product-pushers and too few true partners. People need real, honest, human-to-human advice—not generic plans or financial jargon.
We exist to fill that gap
Credentials & Affiliations
Certified Financial Planner™ (CFP®)
Fiduciary Standard
Always acting in your best interest
Serving clients for over 14 years
Let’s Build a Future You Can Feel Good About
If you’re looking for a long-term advisor who sees the full picture — business, family, legacy — we’d love to connect.
