PURSUE YOUR FINANCIAL GOALS WITH OUR PROFESSIONAL GUIDANCE
WE MAKE CHOOSING AN ADVISOR EASY
Our team approach to financial planning, providing you with a broader scope of expertise than you will likely find in any one person.
​We are wealth advisors for hard working people who aspire to a work optional lifestyle.
Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
SHAUN SEARLE
Branch Manager, RJFS
Investment Executive, HWM
BRETT BIDDINGER
Financial Advisor, RJFS
Director of Client Relations, HWM
LEZLEE LOCKE
Director of Client Services, HWM
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HAPPINESS IS NOT IN THE MERE POSSESSION OF MONEY; IT LIES IN THE JOY OF ACHIEVEMENT, IN THE THRILL OF CREATIVE EFFORT.
- Franklin D. Roosevelt
Schedule A Consultation
To schedule a consultation or learn more about our team, please fill out the following form or call us at 580-767-7700.
