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Greg Merkle, Laura Flick, Rob Vogel, Mark Stevens, Jeff VanRemmen, Kelly Willson, Kris Buchband

Your Journey Begins Here.


We appreciate that you are visiting our website. We hope you are provided the information necessary to help you with your questions and concerns.

Our firm is a Branch Office of our Broker Dealer Financial Securities Corporation, or FSC.

While FSC acts in a compliance and regulatory capacity, we are all independent representatives.

This independence, to us, is an important element to our practices, as this structure allows us an non-biased discovery and investment selection process.

This objectivity is important, in that we strive to create a personalized plan that fits your specific financial, investment or insurance needs, without pressure from a corporate entity.

Additionally, we as a group of six advisors represent over 125 years of independent experience, which allows our firm to function as a good “think tank.”  When we couple combined knowledge of our advisors with a dedicated and experienced office staff, we feel a long standing generational-client relationship develops.

Our Goal

“We always strive to answer the phone, answer the question, and deliver promised services in a timely manner.” - See Commitment To Service- tab

So, as you tour our site, keep in mind that there are a multitude of products and services to choose from; our goal is to help you implement the best possible solution, for you, your family and your business.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck