Broker Check

Client Family

You have worked hard to accumulate assets and have dedicated time to look for the right coach to assist you with managing it over time.  We are dedicated to building lifetime relationships.  We work to ensure that your personal and financial goals are being managed with ongoing communication, meetings, and education.  Some examples of what you can expect from us include:

  • Customized Financial Plan Updates
  • Wealth Coaching
  • Regular Economic Email Updates
  • Review Meetings
  • Monthly/Quarterly Investment Statements
  • Client Events
  • Informational Website
  • Regular Advisory Council Meetings


Advisory Council Members:

Dr. Mike Deldar

Steve Donald

John Marion

Tracy Osborne

Dave & Shelia Puckett

Charlie Rownd

Eileen Salathe

John Schleeter