Envision Your Future

With our seasoned professionals, we can help you meet your financial goals.

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.

Personal Relationships Have No Boundaries

With an unwavering commitment to our clients and to the leading edge financial services we offer, we have grown to include 10 office locations and an extensive network of quality investment advisors. No matter your location in the U.S., we can help you with your financial planning needs.

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: 800-493-6226 Fax: 913-491-3214

Springfield, MO

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3259 E. Ridgeview 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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5619 DTC Parkway Suite #550 Greenwood Village, CO 80111-3153 Phone: 303-771-2700 Fax: 303-771-2701

Minneapolis, MN

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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

Chillicothe, MO

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711 Washington Street
Chillicothe, MO 64601
Phone: 660-247-5777
Fax: 660-646-5559

Batesville, IN

Columbus, IN

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

Raleigh, NC

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.


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