How We Started
Shared values and
client commitment.
Our partnership took shape more than 25 years ago through shared values and a simple idea: financial planning should always feel personal. From the start, the goal was to build relationships grounded in integrity and human connection. That spirit continues to guide every relationship today. We listen first and offer clear direction, all while staying present through each stage of life.
Meet Our Advisors
Your trusted financial partners.
Our team brings together decades of experience with a genuine commitment to client relationships. Together, we provide the guidance and support you need to pursue your financial goals.
-
David Deahl
Partner, Managing Director
-
Karen L. Bauman
Partner, Managing Director
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
What Guides Us
Principles that shape us.
Our values guide every conversation, recommendation, and decision we make alongside our clients.
Integrity
Being honest and transparent in all our interactions.
Stewardship
Treating your wealth with the care and respect it deserves.
Partnership
Working collaboratively toward your goals, not just managing your money.
OUR PHILOSOPHY
A clear path, together.
We help families understand their finances and move forward with intention. Each plan grows from genuine conversations, linking financial choices to what matters most: family, goals, and the life clients want to build together.
