Envision Your Future
With our seasoned professionals, we can help you meet your financial goals.
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.
Overland Park, KS
3259 E. Ridgeview Springfield, MO 65804 Phone: 417-447-3500 Fax: 417-447-4610
15660 N. Dallas Parkway Suite 800 Dallas, TX 75248 Phone: 214-765-5092 Fax: 214-765-5109
Cedar Rapids, IA
1815 Boyson Rd. Hiawatha, IA 52233 Phone: 319-393-8432 Fax: 319-393-4359
5619 DTC Parkway Suite #550 Greenwood Village, CO 80111-3153 Phone: 303-771-2700 Fax: 303-771-2701
1905 Wayzata Blvd Suite #230 Wayzata, MN 55391 Phone: 952-767-3021 Fax: 952-767-3025
213 Overlook Circle Suite #A-3 Brentwood, TN 37027 Phone: 615-386-3332 Fax: 615-750-3139
303 N. Stadium Boulevard 2nd Floor-Suite 214 Columbia, MO 65203 Phone: 573-445-6500 Fax: 573-445-6501
San Antonio, TX
616 E. Blanco, Suite 201-A, Boerne, TX 78006 Phone: 830-816-5131 Fax: 830-816-5130
14301 FNB Parkway Suite #100 Omaha, NE 68154 Phone: 402-507-5085 Fax: 402-507-5084
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.