Plan Well. Live Well. 

As a team of dedicated, compassionate advisors, we believe in one simple philosophy: Plan Well, Live Well. Our mission is to help individuals and families capitalize on their passions in the present while also planning for their needs in the future.

Tax Freedom Day

Tax Freedom Day

Keep Your Umbrella Handy

Keep Your Umbrella Handy

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Where Is the Market Headed?

Where Is the Market Headed?

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<strong>Rachel Burks &#38; Shannon Lewandoski</strong>

Rachel Burks & Shannon Lewandoski

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<strong>Joe Heitkamp &#38; Todd Gentry</strong>

Joe Heitkamp & Todd Gentry

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<strong>Nick Dragan &#38; Valerie Baker</strong>

Nick Dragan & Valerie Baker

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