Who do we serve?

We serve a diverse client base from all walks of life, from the ultra-wealthy, wealthy, and moderately-wealthy, business owners, medical professionals, engineers, programmers, lawyers, accountants, and bankers, to ranchers, farmers, highly-compensated employees, trustees, teachers, professors, movie producers, athletes, ministers and churches, those close to retirement, and more!

How do we get to know you?

We want to truly understand our clients, as we typically get to know the generations both above and below you. We socialize with clients both inside and outside the office, getting to know your interests and aspirations through regular phone calls, in-person meetings, social events, and home gatherings when allowed.

How often do we meet?

We provide quarterly performance reports and establish a review frequency on the front end of every relationship that coincides with your expected level of service, involvement, and asset level. Each non-annual review will cover current economic impacts, outlooks, performance reviews versus expectations, and any life changes you may have encountered. These meetings can take place via phone or in-person.