Committed to Faithful Stewardship

Congratulations!

https://imageio.forbes.com/specials-images/imageserve/624dfd9b8cb334a0b18fb28c/0x0.png?format=png&width=1200

We are excited to announce Bo Chinn, Managing Director – Investments, has been recognized by Forbes as one of the Best-in-State Wealth Advisors in 2022.

_{The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

Our Motto:

Faith, Family, Health and Wealth

Our Professionals

We are a team of distinguished investment professionals dedicated to collaborating with clients to design strategies to help grow, manage and preserve wealth. With 116 years of combined experience, we pride ourselves on the faithful stewardship of our clients’ assets, and we are committed to understanding their goals, values, aspirations and concerns.

> Meet the Team

Mission and Values

We serve as your financial quarterback to create a goals-based game plan designed to help enhance your investment performance. We work diligently to bring your financial needs and objectives together to create cohesive, fully integrated planning strategies for the many different facets of your financial life.

> Learn More

Philosophy and Process

Our multi-generational investment planning process allows us to build relationships with your family to help ensure they are prepared to knowledgeably receive and manage assets. This approach is an integral component of preserving family values and unity, and we believe in its effectiveness.

> Discover More