YOUR FINANCIAL ADVOCATE
Visualize Your Long-Term Needs
Navigating your financial planning can be complicated. Understanding your options, making sense of the tax implications, and building a plan that matches your overall life goals requires experience and patience. Our team has the knowledge, compassion, and skills to help you make the right decisions for your financial future.
More Than 40 Years of
Dennis has been serving clients as a financial advisor since 1979. He loves helping people make sense of complicated and often confusing financial issues. Kandi joined the team in 2010, and Allen has been with us since 2012. Our newest team member, Tyler, joined us in 2021 and he adds a lot of charisma to our team's outstanding client services capabilities.
If you have ever tried to work with an advisor but found the whole process too overwhelming, come talk to us. We've found a way to help simplify the complex.
Comfort and Security
Money is an important part of everyday life, and it’s inseparable from family, community, and personal concerns. Your money should be a source of comfort and security for you, not a source of stress or confusion. That’s why we strive to give you the guidance you need to seek the results you desire.