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Wealth Management, Tailored To You

Your Family's Chief Financial Officer

Your family is unique with needs and desires that are yours alone. Our relationship starts with an understanding of your family and getting to know you, because we’re truly interested. We commit to putting your family’s needs first, not on selling a product. From there we focus on your current situation and goals to create a personalized plan to help you maximize your success and grow your legacy.

Our firm is designed to be able to take care of each generation of your family and provide advice that is relevant and needed for each stage. We can help with the investment, planning, transfer, and proper management of your assets from one generation to the next. We are honored to have client relationships that span generations.

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Who We Are

Trusted

Trusted

Providing investment and financial advice for over 25 years.

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Independent

Independent

Impartial decisions with our clients at the center.

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Family Focused

Family Focused

Advice and service for you, and all your family.

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Meet Our Team

Amelia Hall

Amelia Hall

Client Services Manager

2707699995

2702349215

Ben LaRue

Ben LaRue

Chief Financial Officer Financial Advisor

(270) 769-9995

Connor Casey

Connor Casey

Director of Financial Planning

270-769-9995

Jim Owen

Jim Owen

Chief Executive Officer Financial Planner

(270) 769-9995

Kyle Souleyrette

Kyle Souleyrette

Chief Operating Officer Financial Advisor

(270) 769-9995

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