Overview

We are a team of 12 - comprised of 5 client facing advisors, 5 licensed support staff, & 2 unlicensed support staff. We are looking to bring on an additional advisor who plans to retire in the next 5-10 years, and serve as their succession plan.

Financial planning is the foundation of our practice. We utilize eMoney & its decision center to help guide clients through important decisions. 85% of our assets are in advisory platforms, which we manage the majority of.

Our team enjoys working with motivated individuals, families, farmers, and small businesses to help them work toward their goals and full financial potential.


Last Activity
today
Listing Updated
Dec. 21, 2023

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