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ABOUT

Our mission is to bless families through innovative financial strategies and education.

Our vision is to prevail: to learn what no one else learns, teach what no one else teaches, and give what no one else gives.

OUR TEAM

TRACI S. BELL, CPA

Financial Strategist

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Traci has prepared tax returns for the past 30 years. She has observed good people, trying to do good things; expending much energy, and getting minimal results in becoming financially secure. Wanting to help, and praying for insight, she has come across strategies that are not necessarily new, but are undeniably well-kept secrets.

After their first consulting session, her clients realize there are better ways to manage their assets and grow their money. Once exposed to new strategies and opportunities, the next question is, "Why didn't anybody ever teach me this?"

It's not too late! Traci is ready to teach you. With new tools at your fingertips, and a "money coach" as your guide, you will do what nobody else is doing, and the results will be monumental. Schedule a call and let Traci help you PREVAIL!

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KEVIN C. BELL

Business Development

Kevin has 5 years of experience as a financial coach. He earned his MBA from Louisiana State University - Shreveport and his engineering degree from Brigham Young University - Idaho. He is a father to 3 wonderful children and a husband to an amazing wife!

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AUSTIN C. SMITH

Life Insurance Agent

Austin has a background in healthcare administration and loves learning about financial opportunities. He earned his MHS from Boise State University and his business degree from Brigham Young University - Idaho. He and his wife enjoy teaching others about the strategies that have blessed their lives.

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CHAD P. BELL

Data Engineer

Chad is studying Computer Science at Brigham Young University - Idaho (with his wife Courtney) and has always had a mind for organizing and analyzing data. He loves automating processes, early morning runs, and all things frisbee!

Contact Us

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