With 73 years of experience, we aim to be champions for our clients

Meet Our Team

Ruth Transue

Ruth L. Transue, CFP

Private Wealth Financial Advisor
Managing Director - Investments

Rick Burrows

Rick Burrows

Senior Financial Advisor
Managing Director - Investments

Earl Micklewright, CFP, AWMA

Financial Advisor

Why Invest With Us

Why Invest With Us

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Why Invest With Us