Professionals with One Mission: YOURS

We predicate our investing philosophy on three key concepts that history shows works more often than not:

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Patience  |  Pragmatism  |  Preparedness


Admittedly, this isn’t the flashiest approach. But we feel it’s contributed in large part to our exponential growth since our founding.


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Who You’ll Work With

R. Scott Carr

Managing Director - Investments
PIM Portfolio Manager

Elaine M. Fenters, CRPC

Senior Vice President - Investment Officer

Cindy Councill

Senior Client Associate

What We’ve Achieved

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$1.5B AUM as of 05/25


Nearly a century of combined experience


Clients in 16 states

How We Treat Clients

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who proactively checks in in to see if you have any questions or concerns about your plan’s progress.

who anticipates and suggests what you need before it crosses your mind.

sincerely interested in helping every generation discover its financial potential, however we can.

Caring To Our Core

You get out what you put in. And our team invests heavily in the communities we’re fortunate to work and live in.

How We Give Back

Now that you’ve learned more about us…

Let’s Learn About You