Premier asset management firm guiding clients over life's flowing waters.

experienced advisory board


We are proud to have assembled an outstanding group of experienced professionals to advise us along the way. Selected for their years of hard work and their devotion to their respective crafts, we are able to draw on the advice from attorneys, business owners, marketing managers, and information technology managers.

PAUL CROY, Esq.

Partner
RCO Law

CRAIG VARNER

Director of IT
Matrix Technologies

THOMAS WEINRICH

Retired Owner
Metal, Forming, & Coining

JERRY BORN

Vice President, N.A. Sales
Emerson Network Power

business owners

 

Business owners dedicate their lives to building something of lasting value. We do the same for entrepreneurial clients.

individuals

 
 We serve a range of clientele, from individuals to their extended family members and trusts. Each client benefits from our expertise and high level of dedicated service.