Broker Check


What’s on our mind? You can read about it in our blog. We’re glad to have you reading along.


Monday, November 18, 2019

Choosing an executor to your estate can be tricky. Here are some things to consider while working through the details.


Tuesday, December 4, 2018

With the holidays approaching, it is likely you are searching for the perfect gifts for the special people in your life. Even more likely, you are spending more money than you normally do throughout the year. I’m here to remind...


Wednesday, November 14, 2018

With the great success our business has had over the past six years, expanding our team was only necessary. I saw what Landon had to offer and thought he'd be great for the position and for our business.


Monday, May 21, 2018

No matter where you are in your retirement planning journey, it's a good idea to check in on your 401(k) account from time to time. Ask yourself these questions to see if it's time for a review.


Thursday, April 5, 2018

We’re nearing the end of tax season *cue sigh of relief*. You may have already received your tax returns, or they may still be on their way. So, now what?


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Wednesday, December 9, 2015

December is a great time of the year to talk to your financial advisor about possibly converting Traditional IRA dollars to Roth IRA. The strategy that we use is to talk with your CPA or tax preparer and do a mock tax return to see if...