Meet the Team
Curtis Stephens
Financial Advisor
I am a dedicated husband to my wife, and father to my teenage daughter while continuing with a targeted career education.
Liz Stephens
Client Service Operations
Recently I relocated from Bloomington, Illinois to marry and start this exciting journey with my husband.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.