Categories
Financial Planning / Investments
Hours:
Monday-Thursday: 8am - 5pm
Lobby open on Fridays by appointment only
Driving Directions:
From Hwy 18, head north on N 24th St. Then turn west onto Plaza Dr.
About Us
Our Vision:
To be the most trustworthy wealth management practice in the Midwest by delivering an exceptional client experience, empowering our clients to achieve their full potential, and by developing the most talented team of professionals in the industry.
Our Mission:
To inspire confidence, reduce stress, and simplify the lives of our clients.
Our Values:
Integrity - We are honest, reliable, transparent, and put client needs first.
Leadership - We lead ourselves, the team, and our clients by building trust, having a positive attitude, and empowering others.
Excellence - We pursue the highest level of performance in all we do through continuous improvement and innovation.
Service - We prioritize client needs with quality and value while striving to exceed their expectations.
Community - We respect individuals and the communities in which we live and work.
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