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Our Experience. Our Essence. Our Clients.

Financial Planning

We create strategies that are tailored to your needs and goals.

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Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Our Resources

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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What We Do

We work with our clients to understand where they are now and where they want to be tomorrow.

Beginning with their current financial circumstance, we help them create a plan to help them live their dream in the future.

We recommend possible solutions, review, and adjust the course along the way to help meet our clients' objectives. 

We want to help our clients live their best life.

Hannah Brown, CMFC-Wealth Advisor
Larissa Stevenson-Office Manager

We share your vision for your financial future.

We share our perspective on how to pursue it.

And we want to help you plan a course to live your best life.

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Meet The Team

Giving Back

Mission Statement

Do well by doing good

Choosing a Retirement Plan that Fits Your Business

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

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Larissa acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.