Broker Check

About Us

What you can expect from us

We treat all clients individually and understand that no 2 people are looking for the exact same things. We have personal conversations about near and long term goals, and concerns, and come up with an approach to solve these concerns.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Team

Gayla Kupsick

Office Administrator

Larry Dotson

Retired Founder

Have a Question?

Thank you!