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


Serving successful
lives throughout our community

When you have a genuine dedication to helping your community thrive, you want to serve it in its entirety – from its people to its corporations to its altruistic organizations. It is by design that the clients we serve include individuals, corporations, nonprofits and municipalities here in Battle Creek and across communities we have also grown to appreciate.

Our hearts and homes are here in Battle Creek and we take great pride in developing comprehensive wealth management strategies that enable our neighbors and community institutions to pursue financial well-being.