Aaron McCubbin, Dan Kroll, Harper Hinds
Aaron McCubbin, Dan Kroll, Harper Hinds

Connecting Your Life and Wealth

For many of our clients, their faith, their family, and their health are the most important things in their lives. We are honored that our team's work influences these things.

At every life stage we work to simplify the complex, and help build plans so children can go to college, people can retire gracefully and couples can move into their dream homes. 

We put your interests first and build relationships based on friendship, integrity and trust.

Catch us on Facebook and connect with us on LinkedIn for informative wealth planning insights and articles.

Retirement Dinner in Honor of our Colleague Sarah Lu Burrowes. Slideshow

I Love My Job

It's a privilege for us to work with our clients. This video captures the passion we have in helping our clients achieve their goals.

"The single greatest edge an investor can have is a long-term orientation". - Seth Klarman