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Seth Stewart

President | Financial Planner | Insurance Consultant

My team and I will leave no stone unturned in helping you create a successful, tax efficient retirement. My goal is to help you achieve yours.   

Ethan Adams

Financial Planner | Insurance Consultant

My goal is to help you and your family create a Road Map to Financial Success, while placing protective measures around your overall plan.

Tammi Dauby

Financial Planner | Insurance Consultant

Building a trusting relationship and utilizing financial planning tools allow me to help you make important decisions for you and your family.  

Jermetria Robey

Chief Compliance Officer

My primary objective is to fulfill your customer service needs. Feel free to contact me with any service related questions or concerns.

Kevin Despain

Office Manager | Insurance Consultant

I may be the first friendly face when you enter the office. My mission is to aid you in creating a secure and dependable plan to last a lifetime. 

Our Success Begins With YOURS

As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!