Celebrating 15 Years of Excellence

Wow… we can’t believe it’s been 15 years since we opened our doors.

A lot has changed over the years, and we’ve seen incredible growth,

so the first thing we want to say is . . . THANK YOU!

15 years of growth

Thank you, clients, for trusting us. Thank you, coworkers, for your hard work. Thank you, Southwestern, for the support. Thank you, Raymond James, for the tools and education. Thank you, America, for allowing us to pursue the American Dream. Thank you, families, who let us share our time. And last, but definitely not least, thank you God for your undeserved blessing. May we always be a firm that seeks you first and lives by Christian values.

Though we have had tremendous growth and continue to expand, our values have remained consistent and have kept us rooted in what is important – We always do what is right for you. We operate under a fiduciary standard, and act in the best interest of those whose assets we are managing. Even from our humble beginnings we took the approach that as long as we do what is right for you, your relationship with us will continue and word will spread. We’ve been giving financial advice for fifteen years now, and manage over $2 billion in assets.

We can’t wait to celebrate another 15 years with you!


Time Line of Growth



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