One of the top Wealth Management practices
in the Midwest with over 100 years of experience.

James L. Oxley, CFP®
Senior Vice President, Investments

John D. Hickey
Senior Vice President, Investments

James B. Evans
Associate Vice President, Investments

Craig L. Reed, CFP®
Associate Vice President, Investments

Our Support Team

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.


The Strength of Raymond James

Our team approach to financial planning means we can offer an uncommonly high level of service and investment advice. And it also means we're not limited to the expertise of our own office.

We are backed by specialists at Raymond James – a nationally respected financial services firm that offers a flexible array of quality investment alternatives and services. Known for quality research and cutting-edge technology, Raymond James is dedicated to providing innovative investment solutions that enhance the services we offer our clients.