Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Where do you want to go? We'll get there, together. 

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 risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

What We Do

Investment Management

With over forty years of experience, we've truly seen it all. We want to help you build a durable portfolio structured to meet your needs now and in the future.

Learn more

Retirement Planning

In the world of retirement, no one size fits all. Let us help you visualize and achieve your ideal life after work. 

Learn more

Leaving a Legacy

True wealth is found in knowing that the foundation you create today will support your loved ones tomorrow. We want to work with you to build a lasting resource for you and your family.

Learn more

Risk Management

You've dedicated endless time building a foundation of wealth for your family, don't let the variables of life catch you off guard. 

Learn more

Employer Plans

Our experience allows us to mold a strategy that fits the needs of your business. Partner with us to help your employees get the most out of their retirement plan. 

Learn more
Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more

Our Team

Jamie King

Jamie King

Partner / Financial Advisor

Roger Ziegler

Roger Ziegler

Partner / Financial Advisor

Will King

Will King

Business Development Coordinator

Leigh Ann Espy

Leigh Ann Espy

Director of Client Relations

<p>The Rule of 72</p>

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More
<p>The Anatomy of an Index</p>

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn More
<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn More

Have a Question?

Thank you!
Oops!