We proudly serve the employees of two of Battle Creek’s biggest landmarks, Kellogg Company and DENSO, among others.


Grow your
financial knowledge

Knowing where you want your financial journey to go is easier when you have the tools to get you there. Keeping abreast of the latest information on the ever-changing financial landscape is just one of the ways we want to help you invest with confidence. We hope you’ll find these insightful commentaries, newsletters, calculators and other investment tools beneficial throughout your financial journey.

Market Commentary


Investment Strategy