We believe in upholding a standard of excellence for competent and ethical investment planning. And our commitment doesn’t end there. We have been active members of the local community for over 20 years through a combination of volunteer activities, board leadership, and community support.



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John & Amy - Rotary Donation

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John, Beth, Amy, Becky at Project United Day


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Mardi Gras, Lourdes Foundation Dinner


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Amy, Becky at PSO Beat Beethoven

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Becky, Beth, John, Amy at Christmas


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Amy and Beth go skydiving together


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