Our financial services team uses a disciplined planning and investment process to help our clients stay focused on their financial objectives. We are an independent firm, which means we’re not affiliated with any financial organization, insurance company or investment company; thus, our clients can feel confident that we will be objective in our recommendations.
Clients value our step-by-step approach to financial management and our ongoing advisory relationship. Our services include financial planning, asset management and insurance services.
Financial Advisor is a Registered Representative of and offers securities through Securities America, Inc. Member FINRA and SIPC.
Investment Advisory Services offered through Eide Bailly Advisors, LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with Securities America companies.
Securities Licensed in: AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, VT, WA, WI, WY
Advisory Licensed in: AZ, CO, FL, IA, ID, LA, MN, MT, ND, NE, OK, SD, TX, VT
Insurance Licensed in: AR (Producer Shayne Lester - #361699), AZ, CO, OH, IA, ID, IL, LA, MN, MT, ND, NY, SD, OK, TX, WI
