Building Expansion

Construction for the building expansion has begun. Our entrance has now been relocated to the west entrance (closest to 615). There are five parking spaces for guests on the south side of the building, along the entrance driveway, and signs are posted to help direct visitors.

Thank you for your patience as we remodel to better serve you!

Please visit our website for the latest updates on parking and construction.

Personal Vision Planning

Your financial needs and objectives are unique and so your investment solutions should be as well. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. With nationally recognized expertise, more than 100 years’ combined experience and as independent investment advisor representatives, we are positioned to serve you.

That is precisely why our team will work with you to create a personalized wealth management solution based upon your individual needs, goals and risk tolerance. As independent investment advisor representatives with nationally recognized expertise, we are well positioned to serve you. We invite you to contact us to discuss your vision, goals and objectives, or whenever we can otherwise be of service.