Meet the Team

  • Jonathan Grimm, M.A.

    FOUNDER, INVESTMENT ADVISOR, AUTHOR

  • Bijou Schmidt, RICP®

    FOUNDER, INVESTMENT ADVISOR

  • Ryan Roope

    FINANCIAL ASSOCIATE, SCREEN WRITER, CO-HOST OF THE PODCAST “WHAT’S UP WITH MONEY?!”

What Makes Us Different

The rest of the financial industry still has faith that the system works - you just need to try harder. We don’t.

We believe the situation has changed and that is what makes us unique.

Their version of “How” can be found from every advisor, every finance book and now AI.

We are no longer solving for what they are because we are in a different place and see a different financial future for you.

If you believe the system is working fine - we can certainly help since we know what they know.

If you have a feeling that the system might not be working as well as you thought - we are the place for you!

This is why we built something completely different.

In New Zealand, the silver fern symbolizes strength, renewal, and guidance—especially in the face of the unknown. The bridge reflects our role: helping people cross from conventional, failing systems into a healthier, more intelligent way of engaging with money.

Our Name

The Circle

Do the different items in your financial life fit together?Learn more about our approach to understanding your financial life and how it can help you be prepared for what life brings.