About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Kelly S. Waller, CFP®

Partner

Polly S. Jones, MBA

Partner

Ellie Jacobs, CFP®

Partner

Cynthia A. Berry

Senior Registered Branch Administrator

Mike Waller, AAMS®

Partner

Anita M. Buechel

Senior Registered Branch Administrator