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Our Mission


Our professional team is dedicated to helping our clients safely and profitably navigate the financial side of life.

Our portfolio of wealth management, investment, insurance, accounting and tax services provide our business owners, professionals and families who work with us easy access to the solutions they need, when they need them.


To be the leading financial services firm in mid-Missouri for business owners and professionals who value long-term personal relationships, quality of service, and integrity.


Results Focused

An organization that produces results and provides value for our clients

Integrity & Honesty

We are committed to the highest standards of excellence through our integrity and honesty

Caring For All

We place a high value on our personal relationships with our clients and with each other

Professional Development

As a learning organization, we are committed to ongoing professional and personal growth

Community Focused

Our organization participates in the civic life of our surrounding communities and beyond