Financial guidance that's personal to you.
Sit down with an advisor who knows your name, learns what you actually want, and builds a strategy around your life. Not a cookie cutter approach.
Together, let's retire on your terms.save for college.buy your dream home.protect your family.grow what you've built.
Member FINRAMember SIPC
Talk straight to your advisors.
Call the office and you get Sandy or Brian. Sit down to plan and you sit with the person who actually manages your strategy, this year and every year after. No handoffs, no 1-800 number, no starting over every time you call.
guiding mid-Missouri families through every kind of market
relationships that started in Columbia and moved with our clients
call direct and come see us. We meet you at the door, literally
Support across the areas that matter most.
Your financial life doesn't fit neatly into one category. We connect the pieces so decisions in one area support the others.
01 · Investments
Investment Management
A portfolio built around your goals, timeline, and comfort with risk, reviewed with you as life changes.
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02 · Retirement
Retirement Planning
A clear picture of what retirement can look like for you, and a strategy for working toward it.
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03 · Planning
Financial & Wealth Planning
Holistic planning for professionals building wealth: savings, taxes, milestones, and the big picture.
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04 · Protection
Insurance & Protection
Helping protect your family and what you've worked for, with coverage that fits your situation.
Explore service →What are you working toward?
There's no single profile we work with. We meet you where you are.
Questions people ask before they call.
No jargon, no pressure. Here's what most people want to know first.
Ask us anythingWhat does the first conversation cost?
Nothing. The first conversation is free, by phone or at our Columbia office. We learn about you, you learn about us, and you decide if it's a fit.
Do I need a certain amount of money to start?
We work with people at many different stages, from building careers to entering retirement. The best first step is a conversation about where you are and where you want to go.
What should I bring to a first meeting?
Just yourself and your questions. If you want a head start, recent account statements and a rough sense of your goals help us make the conversation concrete.
My accounts are somewhere else. Is moving hard?
We walk you through it and handle the paperwork with you. Most account transfers are electronic, and we'll explain each step before anything moves.
Will I actually work with Sandy or Brian?
Yes. When you call, one of us answers. When you plan, you sit with the person who manages your strategy. That's the whole point of our practice.
How can I verify your background?
Anytime, on FINRA's free BrokerCheck. We think every advisor should invite you to look.
Simple to start. Personal from day one.
An intro conversation
By phone or in our Columbia office, your choice. We learn about you, you learn about us. No cost, no obligation.
Your strategy
We build a plan around your goals, income, family, and timeline. You'll understand every piece of it.
Ongoing attention
Life changes, and your plan keeps up. Regular reviews, direct access to your advisor, and straight answers.
Start with a conversation.
By phone or in our Columbia office, your choice. We'll talk about where you are and where you want to go. No cost, no obligation.