Dedicated to the people we serve

Our clients are quality people with strong work ethics and good Midwestern values. They understand budgets and live within their means. They are practical, common-sense people who would rather buy a tractor than a Ferrari.

They are salespeople, teachers, farmers, families and small business owners. They see the wisdom and value of having a knowledgeable financial team helping them plan and prepare for the many milestones along life’s journey.

We are honored and privileged to serve such a fine group of people. We have a great appreciation for “small giants,” people who quietly go about their lives doing the right thing every day, giving more than they are taking, and who are always willing to put forth the extra effort to make a positive difference in someone’s life.

We have built many warm, long-standing relationships with our clients, many of whom are now also personal friends.
Stephen J. Francis, CFP®, Financial Advisor, Branch Manager