Welcome to Our New Website! First off, we’re so glad you found us. Whether you stumbled upon our site by chance or were looking for professional advice on navigating retirement,…
I hope that each of you had a wonderful first half of 2024. Kel and I had the opportunity to celebrate the 4th of July with Ross, Reid, Cole, and Parker…
Happy New Year! 2023 was an exciting year for us. We celebrated our 50th year in business, made the decision to team up with a new RIA out of the…
Enjoy the Moment! My youngest son Parker and I had an opportunity recently to go to Nashville and enjoy a weekend together. We were meeting some friends to go skiing…
I am now learning (as many of you have already learned) that raising pre-teens and teenagers can be about as unpredictable as it gets. Kellie and I officially have 2…
You would not be human if you didn’t experience some degree of fear at the direction of current events from time to time. The great achievement, at times like this,…