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About Us

Purposeful Planning. <br/><em>Time-Tested Strategies.</em>

Purposeful Planning.
Time-Tested Strategies.

As an investor today, you’re facing more complexities, more choices and more information than you might know what to do with. That’s why our team is here to help you develop a sound financial plan, employ responsible investment strategies, stay unwaveringly focused on your goals, and make adjustments based on reason and necessity, not shifting trends or fear.

We've spent more than 30 years approaching the markets with a tenacious commitment to diligent planning and intelligent action. As financial advisors, we know we can't control the markets, but we can help you control how you react to them. It's often challenging work, but it allows us the privilege of helping people like you pursue lifelong goals. And we can't think of anything more rewarding.

Our Mission

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build long-term relationships. We aim to accomplish this through education, training, integrity, and outstanding client service.

Our Core Values

The markets don't stay any course. They don't bow to convention or perform according to plan. They continually rise, fall and rebound, often in ways few expect. So, achieving consistent investment returns is about much more than simply building a plan and sticking to it. To be successful, a portfolio strategy must be structured and disciplined, of course, but it must also be dynamic – ready to adapt to an unpredictable market quickly and, more important, intelligently.

Our Approach

We view investment performance from an absolute return perspective. Instead of trying to outpace the markets or even a particular asset class (relative return), we work with each client to set clear, rational goals, and then we pursue those goals doggedly – regardless of the performance of the larger economy.

Meet Your Team

Mindy Kennie

Mindy Kennie

Vice President 

Operations Manager

Steve Jones

Steve Jones

President

Take the First Step
Toward Financial Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

See If You’re a Fit