PLANNING & INVESTING FOCUSED ON YOUR GOALS


Left to right: amanda bailey, Client Associate; dave preszler, CFP®Senior Vice President, Financial Advisor, Portfolio Manager;
diane holt, FPQP™,
Associate Financial Advisor; curt bennett, Senior Vice President, Financial Advisor; and andie etchison, Client Associate.

Any good relationship begins with thoughtful conversations.

The relationship that most people have with their finances and investments is often complicated and personal.

It involves far more than a collection of assets and numbers on paper. It's part of their sense of accomplishment and security. It reflects their aspirations and fears for themselves and those they love.

We are honored that our clients share that journey with us, allowing us to guide them as they clarify goals and set out to pursue them. Our rigorous planning process and our depth of investment expertise helps us implement investment strategies that make sense for our clients' specific needs and adapt to the changes in the markets and our clients' lives.