• Partner, Paul Palmer and his family​.

  • Partner, Cole Campbell and his family​.

  • Partner, Kurt Box and his family.

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Our Company

Our Mission: What we do and for whom.

We invest in healthy long-term relationships with families by creating and implementing wealth strategies that help them succeed.

Our Purpose:  Why we do what we do.

  • We love God and care about people- we value relationships
  • We love our families and want to provide for them
  • We are made to serve- we serve others

Our Core Values:  We want to be known for our…

  • Compassion
  • Empathy
  • Character
  • Integrity
  • Excellence
  • Expertise
  • Attentiveness

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