Our Values

Experienced

We have a combined total of over 60 years in financial services.

Local

All our team members were born and raised in Central Nebraska.

Dedicated

We are strongly committed to our clients and our community.

Qualified

Ron holds both the Certified Financial Planner™, Behavioral Financial Advisor™, and Certified Kingdom Advisor™ designations. He is also a member of the Financial Planning Association and the Financial Services Institute. Emily also holds the Certified Financial Planner™ designation. Ron & Emily hold both the Series 7 General Securities License and the Series 66 Combined State Securities License through LPL Financial.

Comprehensive, Personalized Approach

We take the time to …

Evaluate your total financial situation
Get to know you personally
Build a customized investment program that fits your goals
Provide guidance for your investment and saving behavior
Help ensure you always have a smart place to get money when you need it