Our story

Our story

Image of Autumn and Don shaking hands with a happy client.

Who we are

We are multigenerational, experienced Financial Advisors. We are faith-based community members. Family members. Partners who will always be with you for your financial success. 

Our team has been serving clients across the country for more than 50 years. Since our team is multigenerational, we’ve had the opportunity to serve some families for three generations. It’s a special honor we do not take lightly, and we are committed to serving our clients for the next 50 years and beyond.

What we do

  • Managing Investments - Maximizing the potential while minimizing the risk is core to our investment philosophy.
  • Tax Planning - Guidance and strategies so your financial situation can adapt to whatever developments occur.
  • Life Planning - Plan for the best ways to make your dreams a reality.
  • Preparing for Retirement - Move confidently into the next chapter, no matter the market conditions.
  • Building a Legacy - Confidence to live generously no matter where you are on your financial journey.
  • Preparing for the Unexpected - Create a holistic plan that withstands whatever storms life has in store. 

What we believe

We believe that every client, family, and organization is unique, and each unique situation comes with its own set of financial concerns. How do I ensure I save enough money for retirement? What happens if a member of my family is in an accident or dies? What do I do if I am disabled and can’t work? 

These legitimate concerns deserve nuanced expertise and the utmost care. Our financial advisors are poised to provide both. We want to help you live the life you envision, prepare for unique life events and achieve financial prosperity while building a legacy of generosity.