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A unique, more personal approach to investing: One that puts the interests of our clients first.

We take a more personal approach to investing.

One focused on what's really important—your future.

Our purpose is to help you reach your goals at each stage of life
John Thiel

Creating a financial strategy that reflects your personality

Your approach toward investing is only part of the picture.

The risk I take with what I do for a living is enough. I don’t need to take that same risk with my financial wealth
Steve Schussler, Merrill Lynch client

An approach that’s built around your life’s priorities

Sid and Eva Greer’s advisor provided advice and guidance that helped them achieve their lifelong goal – to retire on a farm.

I love agriculture. The trick was figuring out how to do it profitably, because hobby farming won’t pay the bills.
Sid Greer, Merrill Lynch client

Adapting the approach as life changes and goals are reached

Challenges are a part of life. Your financial advisor is here help you work through them and stay on track.

When we met Alfredo we didn’t really know how much money we needed, to be where we wanted to go.
June Beckerich, Merrill Lynch client
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