Our Story

Our history is rooted in honesty and integrity.

In 1945, our family purchased a farm with simply a handshake. As the story goes, when this member of our family informed his wife, she insisted it was too much money and that he should back out of the deal. He replied, “I can’t do that. We shook hands. I gave my word.” The legacy of this trust-based transaction has shaped who we are as a family for generations, and continues to guide us as we conduct business with you — more than 75 years later. Reed Lake is still in our family; it’s part of a beautiful operating farm in Arkansas

Support for the ebb and flow of life.

Support for the ebb and flow of life.

No matter where you are in your financial journey, we leverage our years of experience to help you feel more secure. And we support you every step of the way,

Our core values reflect our passion for helping people.

Helping people is why we do what we do, and we always have your best interests at heart. Feel confident knowing that you have our support whenever you need us.



We believe in doing what we say we will do. Delivery and prompt follow-up is extremely important to us.



We prize a spirit of openness, honesty, and transparency. We’ll always be direct and straightforward with you.



We work passionately to help you make the most of your money, so you can pursue your dreams.

See your financial future in a new light.

We are passionate about helping you find a place where you feel comfortable about your finances and your future. Let us help create a plan that gives you a clearer view.

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