25yearsOctober 16, 1989 I began this adventure in the financial services business.    Our firm still has clients that we engaged in those early years and for that we are most grateful.  I am blessed to have found something I love to do and to earn a living doing it.

The business was much simpler then than it is now.  But the important things have not  changed.  Helping you make good choices along the way puts you in position to have good results down the road.  When I started it was just me.  Now we have a terrific team to serve you. We are still focused on what matters—bringing you leadership, relationship and creativity as we help you realize your vision for the future you choose.

Submitted By David M. Wheat, CFS, ChFC