800 South Street
Our advisory team helps clients manage their financial life with a focus on wealth in transition, whether through retirement, the sale of a business, inheritance, divorce, or any other life event that requires complex planning. The combined knowledge and experience of the team provides effective stewardship by guiding clients to achieve their objectives and protect their wealth.
Managing Partner, Senior Wealth Management Advisor
CFP®, CIMA®, CRPC®
CFP®, CRPC®, CDFA™, CEPA®, CBC
Wealth Management Advisor
MPAS®, CFP®, CMT®, CRPC®
Manager, Chief Compliance Officer
Senior Client Service Assoociate
Client Service Associate
Raised on a working farm in the Midwest where the harvest season is celebrated by the farm family as a culmination of hard work, teamwork and planning.
As a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, we are dedicated to working with individuals and families to help them achieve their financial objectives.
Visit our Harvest Talks Channel for informative videos about the financial matters that impact your families and businesses.