Simply stated, we put our clients' interests first in everything we do. No conflicts, no compromises, no outside influence. Clients first.
Fast forward to today and you see a firm that manages over $1 billion for our clients. We are a team of financial advisors, operations specialists and investment managers, solely dedicated to serving our customers. We hold ourselves to a standard of excellence in everything we do, and we maintain the credentials to prove it: CFA, CFP, ChFC.
Finally, we are firm believers that the businesses that serve and do business with the community must give back to the community. Over the past 10 years, we have contributed over $1 million back to our local community through many charitable organizations that serve the areas in and around Springfield.
Integrity. Honesty. Patience. Longevity. Community. Words we live by.