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"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Meet Our Team

Our Locations

Mount Vernon Glenn Street Office

204 Glenn Street Southeast Suite 2

Mount Vernon, IA 52314

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Mount Vernon Bank Office

206 1st Street Southwest

Mount Vernon, IA 52314

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