Maintaining close
personal relationships is core to our success

and to the success of our clients. We first establish those relationships by meeting with our clients in person, spending time with them, actively listening and truly understanding them. As a small independent business owner ourselves, we bring empathy to these conversations. And with 30+ years of experience, we understand how financial matters can be frustrating, confusing and sometimes confounding.

Our responsibility

as your trusted advisor is to comprehend what you’re looking to achieve – as well as avoid – and then build a clear plan for pursuing those goals. We do this on an individual, customized basis – and because we work with only a select number of client families, we’re able to give you the personal attention you deserve. We’re proactive in our communications and always objective in our advice. Your best interests are our only agenda.

We are always thinking about how our clients may be affected individually by the financial markets, as well as local, state and national events. Likewise, how to grow, sustain and preserve our clients’ wealth and improve the structuring of their assets is always top of mind.

The professionalism of the service we provide is unmatched.

You will always feel heard – and confident that your wealth is in capable hands.



  • Forward thinking Asset Allocation
  • Opportunistic and Balanced Strategies
  • Holistic Problem Solving


  • Intuition, Empathy and Understanding
  • Proactive Communications
  • Attention to Personal details


  • Servant Leadership
  • Ministerial Mindset

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