Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our History
Years of experience have prepared us to guide you through your life transitions.
James F. Guckenberg, J.D.
Estate Planner
Kate Roberts
Senior Client Specialist
Matthew Duncan
Director, Financial Advisor
Rebekah J. Dodd, CFP®, CTFA
Wealth Planner
Willis W. Hobson, J.D.
Senior Vice President Trust Strategist