About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
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Randall S. Keller, MBA
First Vice President - Investment Officer![](mediahandler/media/453009/D. Latham - head shot 2.25.2022_188x263.jpg)
Daniel M. Latham, CFP, CRPS
Vice President - Investment OfficerSenior Fundamental Choice Portfolio Manager