800-493-6226 [email protected]

Inspiring people to achieve
their life’s ambitions.

Collaboration Redesigned

Since the start, we developed financial services offerings centered on a collaborative approach. This approach is completely committed and personalized to each client’s goals, drives the growth of our business and remains infused throughout the firm’s culture today.

Cedar Rapids, IA

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1815 Boyson Rd. Hiawatha, IA 52233 Phone: 319-393-8432 Fax: 319-393-4359

Columbia, MO

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303 N. Stadium Boulevard 2nd Floor-Suite 214 Columbia, MO 65203 Phone: 573-445-6500 Fax: 573-445-6501

Overland Park, KS

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6201 College Boulevard, 7th Floor
Overland Park, KS 66211

Phone: (913) 491-6226
Fax: (913) 491-3214

Springfield, MO

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3271 E. Battlefield, Suite 200
Springfield, MO 65804

Phone: 417-447-3500
Fax: 417-447-4610

Dallas, TX

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15660 N. Dallas Parkway Suite 800 Dallas, TX 75248 Phone: 214-765-5092 Fax: 214-765-5109

Denver, CO

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7800 E. Union Ave. Suite 940
Denver, CO 80237
Phone: 303-771-2700
Fax: 303-771-2701

Minneapolis, MN

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Minneapolis

1905 Wayzata Blvd Suite #230 Wayzata, MN 55391 Phone: 952-767-3021 Fax: 952-767-3025

Nashville, TN

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2550 Meridian Boulevard, Suite 250
Franklin, TN 37067
Phone: (615) 386-3332
Fax: (615) 750-3139

San Antonio, TX

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616 E. Blanco, Suite 201-A, Boerne, TX 78006 Phone: 830-816-5131 Fax: 830-816-5130

Omaha, NE

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14301 FNB Parkway Suite #100 Omaha, NE 68154 Phone: 402-507-5085 Fax: 402-507-5084

Batesville, IN

Columbus, IN

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524 Franklin Street Columbus, IN 47201 Phone: 812-565-2726 Fax: 812-932-1791

Raleigh, NC

Houston, TX

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11700 Katy Freeway, Suite 630
Phone: 864-216-1971
Fax: 832-672-7862

St. Petersburg, FL

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360 Central Avenue, Suite 800
St. Petersburg, FL 33701
Phone: 727-800-8067

Tampa, FL

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2202 N. Westshore Boulevard, Suite 200
Tampa, FL 33607
Phone: 813-367-3720

Marlton, NJ

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10000 Lincoln Drive East, Suite 201
Marlton, NJ 08053
Phone: 856-988-5518

Richmond, VA

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3900 Westerre Parkway, Suite 300
Richmond, VA 23233
Phone: 804-727-0067

Springfield, MO

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1835 E. Republic Road, Suite 201
Springfield, MO 65804

Phone: (417) 720-4255
Fax: (417) 281-3589

What We Can Do for You

We offer a full range of financial advisement services that include active money management, full-service investment advice, risk management and tax and income strategies.