About Josiah Kellogg, CFP®
Josiah loves the process of collaborative & iterative financial planning as clients navigate the uncertainty that we all know as “Life.” He firmly believes that financial planning has the most power when advisors help clients clarify goals, develop plans to achieve them, and together take incremental action toward success. In addition to passing the CFP® in November 2023, Josiah has several years of experience within an array of Wealth Management firms. Seeing clients gain clarity and begin to take action toward making dreams a reality is a huge part of why he is passionate about financial planning.
On weekends and early mornings, Josiah strives to prioritize the important things in his life such as his faith, fitness, & family. His passions include elk hunting, hiking, and family bike rides.
Current Challenge: Crossfit 6x weekly while wrapping up tax season and preparing for a move with my family at the end of the month.
*Updated April 2026
Our Team
Maddie Kimball
Resident in Financial Planning
Madeline received her undergraduate degree in Business Finance with a minor in Financial Planning from Brigham Young University-Idaho. She is motivated by inspiring others to live happy, healthy lives. She is currently studying for the CFP exam, and plans to be certified shortly thereafter. Her hobbies include baking, being around friends and family, and quoting movies with her husband.
Haley Noblit
Operations Specialist
Haley is enrolled at Liberty university entering the Junior year of her undergraduate degree in Sports Management with a minor in business. She plays for the women’s soccer team, and is in Knoxville playing summer league soccer during her internship. Her interests include hiking, being active, and spending quality time with her family.
Ashley Kastner
Director of Client Success
Ashley received her Bachelor of Science in Elementary Education from Brigham Young University–Provo. She is passionate about educating clients and empowering others through knowledge and understanding. Motivated by helping individuals learn and grow through the various challenges they encounter, providing support and guidance every step of the way. In her free time, she enjoys spending time with her family, gardening, and discovering new recipes to share and enjoy with loved ones.